Recurring tasks

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Introduction

When handling a project, the same task often needs to be performed several times such as weekly meetings, periodic reviews, or status reports. The Recurring Tasks feature in Odoo allows you to automate the creation of such tasks, reducing manual input and ensuring consistency. Once enabled, this feature ensures that a new task is generated whenever the previous one is marked as Done or Canceled.

Step-by-Step Instructions

Set the Default Bill Control Policy

To configure your default bill control policy in Odoo:

Go to Purchase app → Configuration → Settings
Scroll to the Invoicing section
Under Bill Control, choose:
- Ordered Quantities – Create bills as soon as the purchase order (PO) is confirmed
- Received Quantities – Create bills only after products are delivered
Click Save

2. Set Up Task Recurrence

Open an existing task from your project.
Click the Recurrent button (next to the Deadline)
In the popup, configure the Repeat Every field (e.g., every 7 days, every month, etc.).

3. How Recurring Tasks Behave

Once a task is marked Done or Canceled, a new one is automatically created with:

Stage: First stage of the project pipeline (e.g., “New”).
Copied Fields: Name, Description, Project, Assignees, Customer, Tags.
Deadline: Adjusted by adding the recurrence interval (e.g., +7 days).
Not Copied: Milestones, Timesheets, Chatter, Activities, and Subtasks.

4. View and Track Recurrences

After setting up recurrence, a smart button appears on the task showing the total number of recurrences.

5. Edit or Stop Recurrence

To edit, open the last task in the recurrence chain, and modify it. Future tasks will follow the new configuration.
To stop recurrence, open the latest task and click the Recurrent button next to the Planned Date to disable it.

Tips

Use recurrence for regular administrative or tracking tasks like reviews, check-ins, and progress updates.
Always update the latest task to affect future copies.
Use tags or naming conventions to distinguish between recurring and one-time tasks.
Review the project pipeline stages to ensure the first stage is appropriately labeled for newly created tasks.

Avoid adding dependencies in recurring tasks, as elements like milestones and subtasks are not inherited.

Key Benefits

Automation: No need to manually recreate routine tasks.
Consistency: Maintains task structure and assignment across repetitions.
Timesaving: Reduces administrative overhead in recurring workflows.
Improved Planning: Keeps recurring work visible and organized in the project dashboard.
Team Alignment: Ensures that everyone receives recurring responsibilities without extra reminders.

Recurring tasks

Introduction

Step-by-Step Instructions

2. Set Up Task Recurrence

3. How Recurring Tasks Behave

4. View and Track Recurrences

5. Edit or Stop Recurrence

Tips

Key Benefits

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