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Merge Tasks
The Merge Tasks module enhances task management in Odoo by allowing users to combine multiple tasks into a single, consolidated task within the same project. It intelligently merges key information such as descriptions, deadlines, timesheets, and tags, ensuring no critical data is lost during the process.
Features
Screenshots
Support
Service
Features
Project-Based Merge Validation
The module ensures that only tasks belonging to the same project can be merged, maintaining data integrity and logical consistency. If users attempt to merge tasks from different projects, the system prevents the action and provides a clear validation message.
Seamless Task Consolidation
This feature enables users to merge multiple tasks into one unified task with just a few clicks. All relevant data including task descriptions, deadlines, timesheets, and tags is automatically combined, eliminating the need for manual data transfer.
Smart Validation for Accurate Operations
To maintain proper functionality, the system enforces rules such as requiring at least two tasks for merging. Attempts to merge a single task or incompatible selections trigger validation errors.
Screenshot
1.) My Tasks - Merge Option Access
A clear view of the task list where multiple tasks can be selected and merged using the Action menu. The workflow is simple and intuitive, making it easy to initiate the merge process directly from the task overview.
Navigation : Project → My Tasks
2.) Merged Task Overview
After merging, the updated task list reflects the newly created consolidated task. The result highlights improved organization, with previously separate tasks now unified into a single entry.
3.) Merged Task Form View
A detailed form containing combined information from all selected tasks, including descriptions, deadlines, and associated data. Everything is neatly integrated, providing a complete picture of the merged work.
4.) Project Log Tracking
Activity logs capture the merge action, providing transparency and traceability. Users can easily understand when and how tasks were combined, supporting better project auditing and tracking.
5.) Multiple Project Merge Restriction
An attempt to merge tasks from different projects results in a restriction, reinforcing proper usage. This ensures that only logically related tasks are combined, preserving project boundaries.
6.) Validation Error Notification
Clear feedback appears when invalid selections are made, such as choosing tasks from different projects. The message helps users quickly identify and correct the issue.
7.) Single Task Merge Restriction
Trying to merge only one task triggers a validation warning, guiding users to select at least two tasks. This ensures the feature is used correctly and delivers meaningful results.
User Guide
