dd268b543c
closes odoo/documentation#4260 Id: 3255317 Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
54 lines
2.3 KiB
ReStructuredText
54 lines
2.3 KiB
ReStructuredText
===============
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Recurring tasks
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===============
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When handling a project, the same task often needs to be performed several times: for example,
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weekly meetings or status reports. The **recurring tasks** feature allows you to automate the
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creation of those tasks.
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.. seealso::
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`Odoo Tutorials: Recurring tasks <https://www.odoo.com/slides/slide/recurring-tasks-1946>`_
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Configuration
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=============
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To enable recurring tasks, go to :menuselection:`Project --> Configuration --> Settings`,
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then activate :guilabel:`Recurring Tasks`, and :guilabel:`Save`.
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Recurring tasks are now activated on all existing projects. The feature can be deactivated
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on an individual project by clicking the drop-down menu button :guilabel:`⋮` next to the project
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name, then going to :menuselection:`Settings --> Settings --> Task Management` and disabling
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:guilabel:`Recurring Tasks`.
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Set up task recurrence
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----------------------
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In an existing task, go to the :guilabel:`Recurrent` tab, then check the :guilabel:`Recurrent` box.
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A set of options allows you to configure the frequency: :guilabel:`Days`, :guilabel:`Weeks`,
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:guilabel:`Months`, :guilabel:`Years`, and the number of repetitions.
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On the scheduled recurrency date, a new task is created on your project dashboard with the following
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configuration:
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- :guilabel:`Stage`: first stage of the project dashboard (:guilabel:`New` or equivalent);
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- :guilabel:`Name`, :guilabel:`Description`, :guilabel:`Project`, :guilabel:`Assignees`,
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:guilabel:`Customer`, :guilabel:`Tags`: copied from the original task;
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- :guilabel:`Milestones`, :guilabel:`Deadline`, :guilabel:`Timesheets`, :guilabel:`Chatter`,
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:guilabel:`Activities`: those fields are not copied;
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- :guilabel:`Subtasks`: copied from the original task, which becomes a parent of all the tasks in
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recurrence;
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- A **smart button** on the task displays the total number of existing recurrences.
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.. tip::
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To see the task in your project dashboard before the scheduled date, consider setting up the
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recurrence date to a day earlier.
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Edit or stop task recurrence
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----------------------------
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**To edit** the recurrence, open the task: a blue banner invites you to choose whether you wish to
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apply your changes to this task only or to a sequence of tasks.
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**To stop** the recurrence, open the task, then go to the :guilabel:`Recurrency` tab and uncheck
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:guilabel:`Recurrent`.
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