This module allows creating tasks in an existing project from the sales order through setting the product with a project template with the desired task.
auto_awesome What this module does
AI-generated from the code · Odoo 19.0Adds a new service tracking option on products that copies the tasks of a project template into the project of a sales order. When a sales order is confirmed, the project is created (if needed) and the template tasks are duplicated into it.
This module extends the way services are tracked on sales orders. On a product, a new choice appears in the service tracking field: "Copy tasks into sale order's project". When this option is selected, the project template field becomes visible and is mandatory, so the user must choose which project template holds the tasks to copy.
On a sales order, if any line uses a product with this option, the project field becomes visible so the user can pick or see the project linked to the order. The order lines list also shows a hidden-by-default Project column.
When the service is generated (typically on order confirmation), the system checks each service line with this option. If the order has no project yet, a new project is created by copying the chosen project template, linked to the customer and the sales order, and a note is posted on the project referencing the order. Then each task of the template is copied into that project, linked to the sales order line, the customer, and the order's commitment date. Lines that already have a task are skipped, so tasks are not duplicated.
The module touches product.template, sale.order, sale.order.line, and works with project.project and project.task.
Depends on
Models and fields (3)
- sale.order · extends an existing model
- sale.order.line · extends an existing model
- product.template · extends an existing modelservice_tracking
Text generated by AI (DeepSeek) from reading the Odoo 19.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub
Availability by version
Reviewed: 2026-11-03Confirmation status: 4 confirmed, 5 with no information of 9 versions.
Sources · Odoo 15.0
Confirmed on 2026-11-03 in branch 15.0 of OCA/project.
terminal Installation and usage
OCA documentation · Odoo 19.0Usage
Source · Odoo 19.0- Go to Project \> Projects.
- Create project.
- Go to Project \> Tasks.
- Create tasks for the project created in step 2.
- Go to Sales \> Products \> Products.
- Create product whose type is service, the service tracking is to copy the task into the sales order project and project template select project created in step 2.
- Go to Sales \> Quotation \> Quotation.
- Create quotation with products created in step 6.
- Go the Other Info tab \> Project and select a project
- Confirm the quotation. The tasks from project templates in products will be created in same project.
No verified information in OCA: Installation, Configuration.
Installation instructions, the distribution package, dependencies and configuration steps are not shown because they have not yet been verified in the module documentation for any version.
Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.