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Task Template and Project Template

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Required Apps Project (project)
Discuss (mail)
Technical Name odoo_task_project_template
License OPL-1
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Technical Name odoo_task_project_template
License OPL-1

1. Introduction

The Task Template and Project Template module for Odoo allows users to create and manage standardized templates for projects and tasks. This functionality streamlines the process of setting up new projects and tasks by reusing predefined structures, ensuring consistency and saving time.

2. Key Features

  • Create Project from Template: Initiate new projects based on predefined templates, including all associated tasks.

  • Create Task from Template: Generate new tasks using existing templates, ensuring uniformity across projects.

  • Create Templates from Existing Projects or Tasks: Convert current projects or tasks into templates for future use.

  • Subtask Templates: Support for creating subtasks from existing subtask templates, maintaining hierarchical task structures.

  • User-Friendly Interface: Accessible menus under the Project module for easy management of templates.

3. Benefits

  • Consistency: Ensures uniformity in project and task structures across the organization.

  • Efficiency: Reduces the time spent on setting up new projects and tasks by reusing existing templates.

  • Standardization: Promotes standardized workflows and processes within the organization.

  • Scalability: Facilitates the scaling of operations by providing a consistent framework for new projects.

  • Ease of Use: Intuitive interface makes it easy for users to create and manage templates without extensive training.

4. Compatibility & Technical Details

  • Odoo Compatibility: Compatible with Odoo versions 17.0 and above.

  • Required Apps: Requires the Project (project) and Discuss (mail) modules.

  • Technical Name: odoo_task_project_template

  • License: Odoo Proprietary License v1.0 (OPL-1)

  • Deployment: Supports Odoo Online, Odoo.sh, and On-Premise installations.

  • Installation: Easy installation with no additional configuration required.

Task Template & Project Template

Task Templates - Odoo Module

Project Templates - Odoo Module

This app allows your project team to create project template and task template.


Main Features:
  • This app allows you to "Create Project" from Project Template. And all Task(s) from the project template will also be copied to the new Project.
  • Reverse: This app also allows you to "Create Project Template" from Existing Project.And all Task(s) from project will also be copied to new Project Template.
  • This app allows you to "Create Task" from Task Template.
  • This app allows you to "Create Task Template" from Existing Task.
  • Also support subtasks creation from subtasks template.
  • For more details please watch the video and see the screenshots below.

Menus Available:

  • Project
    • Templates
      • Project Templates
      • Task Templates
Testing Users
  • Project Manager ==> Madison Diaz

Allow Option Flows

  • Flow 1 :- Project Templates to Create a New Project
  • Flow 2 :- Task Templates to Create a New Task
  • Flow 3 :- Project to Create a New Project Templates
  • Flow 4 :- All Tasks to Create a New Task Templates

Edition Compatibility:


Enterprise Odoo.sh Community

Project Menu(Odoo Standard)

Flow 1 :- Project Templates To Create a New Project

Project Templates Menu

Project Templates Kanban View

Project Templates Form View

Create Project from Project Templates

Projects Menu(Odoo Standard)

Project Kanban View

After Created Project Templates

Task Kanban View

Copy Tasks From Project Templates

Flow 2 :- Task Templates To Create a New Task

Task Templates Menu

Task Templates List View

Task Templates Form View

Create Task from Task Templates

All Tasks Menu(Odoo Standard)

Tasks Kanban View

After Created Task Templates

Tasks Form View

Flow 3 :- Project To Create a New Project Templates

Projects Menu(Odoo Standard)

Projects Form View

Create Project Templates From Project Form View

Project Templates Menu

Project Templates Kanban View

Project Templates Form View

Tasks Kanban View

Copy Tasks From Project

Flow 4 :- All Tasks To Create a New Task Templates

All Tasks Menu(Odoo Standard)

Tasks Form View

Create Task Template from Tasks Form View

Task Templates Menu

Task Templates List View

Task Templates Form View

Project Templates Form View

Task Templates Form View

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: [email protected]
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.