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Service tracking: Copy tasks in project

sale_project_service_tracking_copy_tasks folder_open OCA/project open_in_new
Sales License: AGPL-3

This module add the possibility to create task in an existing project from the sales order through setting the product with a project template with the desired task.

The use case is when a Odoo customer sell the same services with the same task constantly and the task should be linked with existing project. Odoo don't cover this use case as Odoo always create a new project.

auto_awesome What this module does

AI-generated from the code · Odoo 14.0

Adds a new service tracking option on products that copies tasks from a project template into the sales order's project instead of creating a new project. Users can select an existing project on the sales order and tasks are automatically created from the template.

This module extends the Sales and Project apps. On a product (product.template), a new choice is added to the 'Service Tracking' field: 'Copy tasks into sales order's project'. When this option is selected, the 'Project Template' field becomes required and visible.

On a sales order (sale.order), if any order line contains a product with this service tracking option, the 'Project' field becomes visible so users can select an existing project. When the order is confirmed, the system automatically creates tasks in that project by copying the tasks defined in the product's project template. If no project is selected on the order, a new project is created based on the template, and the tasks are copied into it.

The copied tasks are linked to the sales order line, the sales order, and the customer. They also inherit the order's commitment date as their deadline. A note is posted on the project and on the sales order to show the link between them.

The module modifies the product form view and the sales order form view. It also adds a 'Project' column to the order lines list, which is hidden by default. The changes affect the models product.template, sale.order, and sale.order.line.

Depends on

sale_project
Models and fields (2)
  • sale.order · extends an existing model
  • product.template · extends an existing modelservice_tracking

Text generated by AI (DeepSeek) from reading the Odoo 14.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 14.0

Usage

Source · Odoo 14.0
  • 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.
  • Confirm the quotation. The tasks from project templates in products will be created in same project.

No verified information in OCA: Installation, Configuration.

info

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.