Wagos Helpdesk Convert to Task
Carry the full ticket across when converting a Helpdesk ticket into a Project task
Wagos Helpdesk Convert to Task
The Whole Ticket Comes With It
Odoo's stock "Convert to Task" copies five fields and archives the ticket. The email history, the attachments, the followers, the logged time and the assignee all stay behind on a record nobody can see any more. This module moves the work, not just the subject line.
Key Features
- The Assignee Comes With It: An assigned ticket produces a task assigned to the same person.
- The Conversation Moves: Email history, attachments and followers are transferred to the task.
- Logged Time Follows: Unbilled timesheet lines are re-parented to the task, so the task shows the real effort.
- A Permanent Link: An "Origin Ticket" field on the task makes the origin searchable, not just a chatter note.
- Replies Follow the Work: A customer reply to any original ticket email lands on the task instead of opening a new ticket.
- Sensible Project Choices: The picker shows only the customer's projects plus internal ones, and hides projects in a closed stage.
How It Works
Convert to Task works exactly as before — same button, same wizard, same two fields to fill in. What changes is what arrives on the other side. The task is created with the ticket's assignee already set, the ticket's full email thread and attachments are moved across, everyone who was following the ticket is subscribed to the task, and any time logged that has not yet been invoiced is re-parented so the task reports the real hours.
Timesheet lines that have already been invoiced deliberately stay on the ticket — moving a billed line would silently change which project the cost sits against. The conversion note names any line it left behind, so nothing goes missing quietly.
The ticket is still archived, and it keeps a note pointing at the task it became. The task carries an Origin Ticket link back, so the trail runs both ways.