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Sale Project Task Description Template

sale_project_task_description_template folder_open OCA/project open_in_new
Project License: LGPL-3

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.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Lets you pick a task description template on a service product and automatically fill new tasks created from sales orders with that template, optionally adding the sold product and quantity at the top.

This module connects service products with the task description templates used in projects. On the product form, for products of type Service whose Service Tracking is set to 'Task' or 'Project & Task', two new fields appear after the project template field:

  • Task Description Template: choose the template to use.
  • Include Sale Line Info in Task description: a checkbox.

When a sales order line for such a product generates a project task, the chosen template is applied to the task description automatically. If the checkbox is ticked, a line showing the product name and ordered quantity is added before the template content. If no template is selected but the checkbox is ticked, only the product and quantity line is used as the description.

The module extends product.template and sale.order.line, and relies on the existing task description template feature and the sales-timesheet integration. It does not add new menus or reports; everything is configured from the product form and happens automatically when tasks are created from sales orders.

Depends on

project_task_description_templatesale_timesheet
Models and fields (1)
  • product.template · extends an existing modeltask_description_template_id (Task Description Template), include_sale_line_info_in_task (Include Sale Line Info in Task description)

Text generated by AI (DeepSeek) from reading the Odoo 18.0 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 18.0

Usage

Source · Odoo 18.0

To use this module:

  • Create a Task Description Template
  • Go to Project → Configuration → Task Description Templates.
  • Define a template with a name and description.
  • Assign the Template to a Product.
  • Open a Product and set it as a Service.
  • Ensure that Service Tracking is set to Task or Project & Task.
  • Set the Task Description Template field.
  • Optionally, enable the Include Sale Line Info in Task checkbox to add product and quantity information above the template in generated tasks.
  • Create a Sale Order
  • Add the product(s) with assigned templates to a sales order.
  • Confirm the order.
  • Generated Project Tasks
  • The tasks created from the sales order lines will automatically include the description from the assigned template.
  • If enabled, the sales line info (product and quantity) will appear above the template in the task description.

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.