Odoo 18 To-Do Module A Comprehensive Overview
- 1. Odoo 18 To-Do Module: A Comprehensive Overview Enterprise
- 2. Enterprise The To-Do module in Odoo 18 offers seamless integration with Project, Calendar, and Notes, providing a user-friendly interface for diverse business needs. It supports task creation, scheduling, prioritization, and monitoring. Introduction
- 3. Enterprise ● Task Creation: Organizes tasks aligned with business goals. ● Scheduling: Supports detailed scheduling with reminders. ● Prioritization: Prioritizes tasks based on urgency. ● Collaboration: Enables real-time sharing and updates. ● Dashboards: Displays key tasks for focus and organization. Key Features
- 4. Enterprise ● Increased Productivity: Centralized task management reduces time and effort. ● Better Time Management: Scheduling and reminders enhance time management. ● Improved Collaboration: Collaboration tools boost teamwork and communication. ● Flexibility: Scales to manage personal or team projects effectively. Benefits of Using the To-Do Module in Odoo 18
- 5. Enterprise In Odoo 17's To-Do module, the Kanban view categorizes tasks by status: ● Today: Tasks due today. ● Planned: Future tasks. ● Expired: Overdue tasks. ● Done: Completed tasks. ● Canceled: Discontinued tasks. Explanation
- 6. Enterprise
- 7. Enterprise The settings icon on the right side of each task stage allows users to Fold, Edit, Automate, Delete, Archive All, and Unarchive All tasks as needed, as shown below.
- 8. Enterprise Advanced search bar can be used to filter and search for customized task data. It includes options such as Filter, Group By, and Favorites, as shown in the screenshot below.
- 9. Enterprise Create a new activity for a task using the Activity icon on each task card, which opens a pop-up window.
- 10. Enterprise Click “+Schedule an activity” and fill in the activity details like ‘Activity Type,’ ‘Summary,’ ‘Due Date,’ and ‘Assigned to,’ as shown below.
- 11. Enterprise ● Kanban View ● List View ● Activity view Navigating Different Views and Managing Task Notes
- 12. Enterprise List View: Offers a detailed task list for traditional task management, displaying “Title,” “Assignees,” “Tags,” and related “Activities,” as shown in the screenshot below.
- 13. Enterprise Activity View: Provides a detailed overview of each task's requirements and status, including To-do tasks, assignees, and meeting details, as shown below.
- 14. Enterprise Creating a New Task Note: Click the 'New' button or "+" icon to open the task creation window. You can easily update the To-do Title and select the "Add" option, as shown below.
- 15. Enterprise The new task note will be added to your To-do list. Click on the task kanban card to edit details like the task title, assignees, and relevant tags.
- 16. Enterprise Convert a Note to Task: In the task note editing window, click ‘Convert to Task’ in the action button at the top to turn a note into a task.
- 17. Enterprise Users can select the relevant Project and Assignee from a popup. After adding the assignee and tag, click ‘Convert to Task’ again to finalize the conversion.
- 18. Enterprise Request Signatures: Use the ‘Request Signature’ button in the Actions menu to request approval from managers or relevant employees. This opens the Signature Request configuration form, as shown below.
- 19. Enterprise Edit the document template, filename, subject, and other information in the form view before sending the request to the appropriate person.
- 20. Enterprise In conclusion, the To-Do module in Odoo 18 enhances productivity by seamlessly integrating with Project, Calendar, and Notes. With its user-friendly interface, it allows for efficient task creation, scheduling, prioritization, and monitoring, making it a versatile tool for managing various business needs effectively. Conclusion
- 21. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com