Create 'Project and Task' in Field Service from Sales Order

Question

I try to cofigure my product as a service type and 'create on order' is project and task, but after I confirm my SO, the project and task its just showing under 'Project' module, not in the 'Field Service' module.

What is the best practice to create 'Project and Task' from 'Sales Order' to Field Service?

Jaideep · Accepted Answer

Select a field service project as the project template

ShervinZargham · Answer

Hello
do you know why
When a product in Odoo is configured with the *"Create a Task and Project"* strategy, and its *Project Template* is set to a *Field Service* template, all tasks in the Field Service project template are copied to the new project created from the Sales app

Thanks,
Shervin

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