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Odoo 18 To-Do Module A Comprehensive Overview
- 1. Odoo 18 To-DoModule: A Comprehensive Overview Enterprise
- 2. Enterprise The To-Do modulein 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'sTo-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
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- 7. Enterprise The settings iconon 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 barcan 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 newactivity for a task using the Activity icon on each task card, which opens a pop-up window.
- 10. Enterprise Click “+Schedule anactivity” 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: Offersa detailed task list for traditional task management, displaying “Title,” “Assignees,” “Tags,” and related “Activities,” as shown in the screenshot below.
- 13. Enterprise Activity View: Providesa detailed overview of each task's requirements and status, including To-do tasks, assignees, and meeting details, as shown below.
- 14. Enterprise Creating a NewTask 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 tasknote 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 Noteto 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 selectthe 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: Usethe ‘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 documenttemplate, filename, subject, and other information in the form view before sending the request to the appropriate person.
- 20. Enterprise In conclusion, theTo-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. Checkour company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com