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In odoo 18, How can you ensure that a new project with multiple tasks is automatically created once a service is sold?

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Kowsalya

How can you ensure that a new project with multiple tasks is automatically created once a service is sold?

A. The service needs to be configured to create on order: Project and Task
B.  The product needs to be configured as a service
C. The service needs to be configured to create on order: Project
D. The service needs to have a project Template with multiple tasks linked to it.
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harini_s
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Answer: The Service needs to have a project Template with multiple tasks linked to it.
Explanation:
Create Project Template

  • Go to Project > Configuration > Project Templates

  • Click Create, name it, and add multiple tasks

  • Save

Configure Service Product

  • Go to Sales > Products, open/create a product

  • Set:

    • Product Type: Service

    • Service Tracking: Create a new project but using a template

    • Choose your Project Template

  • Save

Sell the Service

  • Create a Sales Order, add the service product

  • Confirm the order

Odoo automatically creates a new project with the template’s  mulitple tasks
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