odoo-addon-document-page-project-task 18.0.2.0.0.4

This module links document pages to project tasks

Document Page Project Task

This module extends the document page (wiki) functionality by allowing you to link them directly to project tasks.

Main Features

• Link Wiki Pages to Multiple Tasks: Allows associating document pages to one or more project tasks via a Many2many relationship

• Automatic Project Filling: When all linked tasks share the same project, it is automatically filled on the document

• Consistency Validation: If a project is defined on the wiki page, all linked tasks must belong to that project

• Smart Filtering: When a project is selected, only tasks from that project are displayed for selection

• Page Counter: Displays the number of wiki pages linked to each task directly in the task view

Benefits

• Organize project documentation hierarchically (Project → Tasks → Wiki)

• A single wiki page can document multiple related tasks (e.g., a spec shared by several tasks)

• A task can reference multiple wiki pages for different aspects of its work

• Keep documentation close to the work context (tasks)

• Quickly access all documentation related to a specific task

Dependencies

This module requires:

• document_page_project: Module that links document pages to projects

• project: Odoo’s project management module

Table of contents

• Configuration

Configuration

This module does not require additional configuration after installation. It works automatically once installed.

Installation

1. Go to the Apps menu

2. Remove the “Apps” filter if necessary

3. Search for “Document Page Project Task”

4. Click Install

Prerequisites

Make sure the following modules are installed:

• Project (base project module)

• Document Page Project (links wiki pages to projects)

The system will automatically install the necessary dependencies during installation.

Permissions

The module uses the same access permissions as the base modules:

• Users with access to Projects can view and create wiki pages linked to tasks

• Users with access to Documents/Knowledge can manage wiki page content

No additional permission configuration is required.

Usage

This guide explains how to use the Document Page Project Task module to link wiki pages to project tasks.

Create a Wiki Page from a Task

Method 1: From the Task

1. Go to the Projects module

2. Open the desired project and select a task

3. In the task view, locate the Wiki Pages button (book icon)

4. Click the button to see linked pages or create a new one

5. Click Create to add a new wiki page

6. The task and project will be automatically filled

Method 2: From the Wiki Page

1. Go to the Knowledge or Documents module

2. Create a new wiki page or edit an existing one

3. In the page form, you will see the fields:

   • Project: Select the project

   • Tasks: Select one or more tasks (when a project is selected, only tasks from that project are shown)

4. Save the page

Automatic Behaviors

Automatic Project Filling

When you add tasks and no project is yet selected:

• If all linked tasks belong to the same project, the Project field is automatically filled

Task Filtering

When a project is selected:

• Only tasks from that project appear in the task selection list

• Tasks from other projects are automatically removed from the list

Consistency Validation

The system validates that:

• If a project is defined on the wiki page, all linked tasks must belong to that project

• Attempting to link a task from a different project will be prevented

No Project Restriction

If no project is selected on the wiki page, tasks from any project can be linked freely — useful for cross-project reference documents.

Link a Page to Multiple Tasks

A wiki page can be linked to several tasks at the same time:

1. Open or create a wiki page

2. In the Tasks field (shown as tags), add all relevant tasks

3. The page will appear in the Wiki Pages counter on each of those tasks

View Wiki Pages of a Task

1. Access a project task

2. At the top of the form, you will see the Wiki Pages button with a counter

3. The number indicates how many wiki pages are linked to the task

4. Click the button to see all linked pages

Usage Examples

Example 1: Shared Requirements Document

1. Create a wiki page “Functional Requirements”

2. Link it to tasks “Backend Implementation”, “Frontend Implementation”, and “QA Testing”

3. All three tasks will reference the same documentation

Example 2: Technical Specification

1. Create a task “Develop Module X”

2. From the task, create multiple wiki pages: “Technical Spec”, “API Design”, “Database Schema”

3. Each page is linked to the task and accessible via the Wiki Pages button

Example 3: Cross-Task Reference

1. Create a wiki page without a project

2. Link tasks from different projects that share a common dependency or context

3. The page acts as a cross-project reference document

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Escodoo

Contributors

• ESCODOO:

  • Marcel Savegnago <[e-mail]>

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

This module is part of the OCA/knowledge project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.