03873b6b34
task-3861601
closes odoo/documentation#8726
X-original-commit: efc6cb8cca
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Signed-off-by: Zuzanna Luczynska (zulu) <zulu@odoo.com>
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1.9 KiB
ReStructuredText
46 lines
1.9 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`, then
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activate :guilabel:`Recurring Tasks`, and press :guilabel:`Save`.
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Set up task recurrence
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----------------------
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In an existing task, press the :guilabel:`Recurrent` button next to the :guilabel:`Planned date`.
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Then, configure :guilabel:`Repeat Every` field according to your needs.
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A new task in recurrence will be created once either of this conditions is met:
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- Previous task in recurrence has been closed.
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- On the day of the planned recurrence.
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The new task is created on your project dashboard with the following 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`, :guilabel:`Subtasks`: those fields are not copied;
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- A **smart button** on the task displays the total number of existing recurrences.
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Edit or stop task recurrence
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----------------------------
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**To edit** the recurrence, open the last task in recurrence. Any changes made on the task will be
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applied to the tasks that will be created in the future.
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**To stop** the recurrence, open the last task in recurrence and press the :guilabel:`Recurrent`
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button next to the :guilabel:`Planned date`.
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