Sale Project Task Description Template

sale_project_task_description_template · OCA/project

    Repository
    OCA/project · module folder · Try on Runboat
    Module version
    1.0.0
    Category
    Project
    Folder size
    0.05 MB
    License
    LGPL-3
    Application
    No
    Auto-installable
    No
    Website
    https://github.com/OCA/project
    Last tracking update
    2026-07-14 19:37:32
    Authors
    Odoo Community Association (OCA), NICO SOLUTIONS - ENGINEERING & IT
    Maintainers
    Odoo Community Association (OCA), NICO SOLUTIONS - ENGINEERING & IT
    Committers
    Weblate, OCA-git-bot, oca-ci, Nils Coenen
    Odoo dependencies
    OCA/project:
    - project_task_description_template
    odoo/odoo:
    - project
    - analytic
    - base
    - mail
    - base_setup
    - web
    - bus
    - web_tour
    - html_editor
    - uom
    - portal
    - web_editor
    - http_routing
    - auth_signup
    - rating
    - resource
    - digest
    - sale_timesheet
    - sale_project
    - sale_management
    - sale
    - sales_team
    - account_payment
    - account
    - onboarding
    - product
    - payment
    - utm
    - sale_service
    - project_account
    - hr_timesheet
    - hr
    - phone_validation
    - resource_mail
    - hr_hourly_cost
    Python dependencies
    None
    System dependencies
    None
    Required by
    None
    Description
    This module extends the Project Task Description Template and integrates it with Sales and Projects.
When tasks are generated from sales order lines, the task will automatically use the Task Description Template
defined on the related product.

Optionally, you can include key information from the sales order line (like product name and quantity) above
the template, providing more context directly in the task description.

Key Features:
- New field on product: assign a Task Description Template for service products with Service Tracking set to 'Task' or 'Project & Task'.
- Optional boolean to include the sale order line info in the task description.
- Automatic application of the template (and optionally the sales line info) when creating tasks from sales orders.

    Code Analysis ⓘ

    Views touched (1)
    XML IDNameModelTypeStatus
    product_template_form_inherit_task_template product.template.form.inherit.task.template product.template form Inherits product.product_template_form_view
    HTTP endpoints (0)

    No HTTP endpoints found for this module.

    Models touched (2)

    New fields (2)
    • include_sale_line_info_in_task Boolean
      help='If enabled, the sale order line details (e.g., product and quantity) will be added to the task description before the template content.' string='Include Sale Line Info in Task description'
    • task_description_template_id Many2one → project.task.description.template
      help='Applies automatically when creating tasks' string='Task Description Template' args: 'project.task.description.template'
    Public methods (0)

    No public methods.

    New fields (0)

    No new fields.

    Public methods (0)

    No public methods.