Sarcini recurente

Atunci când gestionați un proiect, aceeași sarcină trebuie adesea efectuată de mai multe ori: de exemplu, întâlniri săptămânale sau rapoarte de stare. Caracteristica sarcini recurente vă permite să automatizați crearea acelor sarcini.

Vedeți și

Odoo Tutorials: Recurring tasks

Configurare

To enable recurring tasks, go to Project ‣ Configuration ‣ Settings, then activate Recurring Tasks, and Save.

Recurring tasks are now activated on all existing projects. The feature can be deactivated on an individual project by clicking the drop-down menu button ⋮ next to the project name, then going to Settings ‣ Settings ‣ Task Management and disabling Recurring Tasks.

Configurați recurența sarcinii

In an existing task, go to the Recurrent tab, then check the Recurrent box. A set of options allows you to configure the frequency: Days, Weeks, Months, Years, and the number of repetitions.

On the scheduled recurrency date, a new task is created on your project dashboard with the following configuration:

  • Stage: prima etapă a tabloului de bord al proiectului (Nou sau echivalent);

  • Nume, Descriere, Proiect, Assignatari, Client, Etichete: copiat din sarcina originală;

  • Milestones, Deadline, Timesheets, Chatter, Activities: those fields are not copied;

  • Subtasks: copied from the original task, which becomes a parent of all the tasks in recurrence;

  • Un buton inteligent de pe sarcină afișează numărul total de recurențe existente.

Sfat

To see the task in your project dashboard before the scheduled date, consider setting up the recurrence date to a day earlier.

Editați sau opriți recurența sarcinii

To edit the recurrence, open the task: a blue banner invites you to choose whether you wish to apply your changes to this task only or to a sequence of tasks.

To stop the recurrence, open the task, then go to the Recurrency tab and uncheck Recurrent.