Recurring work, finally standardized in Odoo Project.
Build reusable task templates that automatically generate recurring project tasks — complete with checklists, subtasks, and reminders — so nothing gets forgotten and no step gets skipped.
The problem
Recurring work like daily openings, weekly reports, and monthly compliance reviews lives in people’s heads or spreadsheets. Odoo’s native recurring tasks repeat the task shell only, so the checklist inside is never standardized — a missed step in a compliance routine becomes a rework or audit problem.
The solution
Define a template once with its schedule, checklist, and subtasks. A daily automation generates each occurrence on time, pre-loaded with the same checklist and assigned to the right person — plus reminders, a plain-language schedule preview, and a full change history for governance.
Everything a recurring routine needs
Every capability below is implemented in the module.
Template-Driven Recurrence
Define daily, weekly, monthly, or yearly schedules on a reusable template instead of re-creating the same task by hand every cycle.
Automatic Task Generation
A daily scheduled action creates each occurrence on time and advances the schedule — fully automated, with nothing to remember.
Checklist Templates
Every generated task arrives with the same standardized checklist, so quality and audit-readiness never depend on memory.
Multi-Level Subtasks
Model complex routines like a monthly close or onboarding as a tree of subtask templates, each with its own checklist.
Occurrence Preview
A plain-language preview lists the next scheduled occurrences directly on the template, so you can verify the schedule before it runs.
Pre-Generation Reminders
Configure a lead time in days to notify an assignee or manager before a task is generated, so automation never feels like a surprise.
Template Versioning & History
Every change to a governed field bumps the version and logs who changed what and when, keeping recurring routines auditable.
Pre-Built Template Library
Start from five ready-made blueprints — daily standup, weekly report, monthly review, opening/closing, and employee onboarding — and tweak from there.
Bulk Apply Across Projects
Roll a template out to multiple projects in one action instead of configuring the same routine project by project.
How it works
Build a Template
Create a template with its schedule, checklist, and any subtasks — or start from the pre-built library.
Activate & Preview
Activate the template and review the plain-language occurrence preview to confirm when tasks will be generated.
Tasks Generate Automatically
A daily automation creates each occurrence on schedule, complete with checklist, subtasks, and assignees.
Track & Tick Off
Assignees tick checklist items as they go while managers watch progress from the kanban card and generated-tasks views.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No — it works alongside Odoo Project. Native recurrence repeats an empty task shell; this app adds a reusable checklist, subtask tree, reminders, and governance on top, generated by an independent daily automation.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Template Based Recurring Tasks & Checklists
Recurring tasks generated from versioned templates that carry their checklists and multi-level subtasks with them — previewed before they appear, and applied in bulk across projects.
Buy on Odoo App Store