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Recurring tasks

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Odoo Project recurring tasks automate work that needs to happen on a repeating schedule, such as weekly meetings or periodic status reports. Instead of recreating the same task by hand, Odoo generates the next one automatically.

How to enable recurring tasks

  1. Go to Project > Configuration > Settings.
  2. Activate Recurring Tasks and click Save.

How to set up a recurring task

  1. Open an existing task and click the Recurrent button next to the Deadline field.
  2. Configure the Repeat Every field to match how often the task should recur.

How recurrence behaves

A new task is created once the previous one is marked Done or Cancelled. It is placed in the project’s first stage, and copies the Name, Description, Project, Assignees, Customer and Tags from the original. The Deadline is updated based on the Repeat Every setting. Milestones, timesheets, chatter, activities and sub-tasks are not carried over. A smart button on the task shows the total number of recurrences created so far.

How to edit or stop a recurrence

  • Edit: open the last task in the recurrence and make changes; these apply to future tasks only.
  • Stop: open the last task in the recurrence and click the Recurrent button again to switch it off.

Frequently asked questions

What happens to milestones and timesheets when a task recurs?

They are not copied to the new task. Only the name, description, project, assignees, customer and tags carry over.

How do I stop a task from recurring?

Open the last task created in the recurrence, and click the Recurrent button next to the deadline field to switch it off.

Need help?

Need help automating repeating tasks in Odoo Project? Contact support@thoughtlogik.com or see our Odoo implementation services.

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