When a configured product is sold, Odoo CPQ can create a task for each component that needs follow-up work, the moment the sales order is confirmed.

If a component is marked to need action, like measuring, installing, or finishing, a task appears for it in your operations project on its own, with nobody entering it by hand.

For businesses that sell configured products, this closes a gap that usually swallows time and drops the ball: the handoff between the sale and the work that has to happen after it.

A configured product is often more than something you build and ship. It carries follow-up work: a site visit, a delivery, an installation, a final finish, a test.

Component-level Task Creation in Odoo CPQ makes sure each of those steps becomes a tracked task the moment the sale is done.

Why integrating Sales Order to Project Tasks is necessary?

Because selling the product is only half the job. The components a customer chooses often trigger real work that has to be scheduled, done, and checked.

Take a custom wardrobe. Once it is sold, someone still has to measure the room, deliver the unit, install it, and finish it on site.

A configured machine still has to be assembled, tested, and commissioned. Today, someone usually reads each confirmed order and creates those tasks by hand, then hopes nothing was forgotten.

When orders pick up, that is exactly where things slip: a missing installation slot, a finish nobody scheduled, a delivery that surprises the workshop.

How Does Component-level Task Creation Work in Odoo CPQ?

The moment a sales order is confirmed, Odoo CPQ looks at the configured product, checks its components, and creates a task for every component that is marked to need one. The steps are simple:

• The order is confirmed as normal.
• Odoo finds the configured product on the order and its components.
• For each component that is flagged to need work, it creates a task.
• Every task lands in one dedicated operations project, so the team has a single place to see and manage the work.

Because everything sits in Odoo, the tasks are linked back to the order they came from. The work list is created from the sale itself, not typed out again by a person.

What Does This Look Like on a Real Order?

Say a customer configures a fitted wardrobe: size, finish, door style, and internal fittings. Three of those components are the kind that always need follow-up work, so they are marked for task creation: on-site measurement, installation, and final finishing.

The moment the order is confirmed, three tasks appear in the operations project: measure, install, finish, each tied to that order.

The operations manager opens one project and sees the full list of what has to happen, across every confirmed order, without waiting for sales to hand anything over or retype a thing. Nobody has to remember to raise the installation task, because the sale raised it.

The same pattern fits any configured product with work behind it. A configured machine can auto-create assembly, testing, and commissioning tasks.

A configured kitchen can auto-create template, delivery, and install tasks. The rule is the same: if a component needs action, the sale creates the task.

Frequently Asked Questions