How can I see Project Tasks which are automatically created after order confirmation in the Field Service app for planning?
Is there any documentation on workflows for Sale > Project > Field Service > Planning?
How can I see Project Tasks which are automatically created after order confirmation in the Field Service app for planning?
Is there any documentation on workflows for Sale > Project > Field Service > Planning?

Hi Kunjan,
Almost all my products are set up like this:
- Product Type: Service
- Create on Order: Project & Task
- Project Template: Project-template
- Plan Services: checked and a service is selected
When confirming a SO a Project and Task is correctly created in the Project-app but I can't find them in the Field Service- or Planning-app.
Hi Kunjan!
Yes, this did the trick.
Thanks!
Hello Luc,
https://www.odoo.com/slides/field-service-49 - these tutorials can help :)
Hi Sujata,
I already followed that course but they don't explain how to get tasks that are created in the Project-app to see them in the Field Service- or Planning-app.
Crie uma conta hoje mesmo para aproveitar os recursos exclusivos e interagir com nossa incrível comunidade!
Inscrever-se| Publicações relacionadas | Respostas | Visualizações | Atividade | |
|---|---|---|---|---|
|
0
fev. 24
|
3858 | |||
|
Unable to assign tasks to employees
Resolvido
|
2
out. 23
|
3995 | ||
|
Project and Tasks
Resolvido
|
1
jul. 23
|
4117 | ||
|
2
jun. 20
|
8330 | |||
|
0
ago. 15
|
6340 |
1. Use the live chat to ask your questions.
2. The operator answers within a few minutes.
Hello Dear, I have Updated the answer.
hope it helps.
Hello,
I hope your issue is resolved.
Thanks