Add Checklist on Task

This odoo application allows you to use checklists for Task, there is a separate menu provided from which you can configure number of checklist

Main Features:

• Use Checklists into Task
• Import Checklists
• Create checklist for specific Stage

Import Checklist menu

Add Excel file

Link checklists from here

Create checklists for specific stage

System restriction when checklist is not checked for specific stage

Checklist status in Task form view

Checklist status in Task list view

Checklist status in Task kanban view

Project Task Template

App will help you to create default task into project automatically when user create new project in odoo.

Main Features:

• Create Default Tasks for your Project.
• Default Tasks will be created from pre-defined Task Template.
• Easy to configure task template.

Navigate to Project > Configuratation > Task Template

Create task template with name, assigned user, tags, description and extra info .

Un-Check 'Template Task' if you don't want to Load Default Tasks for Project

Create Project

Click on create project button

When you create project if you flag Display Tasks as "TRUE" then it will be attached all task template into newly created project

Default Task Linked to Projects

Sub-tasks Closing Alert

This odoo application allows you to configure Closing Stage for the tasks. If any task have sub-tasks and all the sub-tasks are not moved to the closing stage and user attempts to close the parent task then system will restrict user. So you must have to move your all sub-tasks into the closing stage before moving parent task into the closing stage.

Main Features:

• Configure Closing Stage for the tasks.
• If Sub-tasks are not moved to closing stage and user move parent task to the closing stage then system will restrict the user with warning.

Configure Closing Stage of task here

Sub-task are not moved to the closing stage

User move parent task to the closing stage

System restricts user with warning message

All Sub-tasks are moved to the closing stage

Again user move parent task to the closing stage

Parent task moved to the closing stage successfully

Automatically Assign User on Task

This Odoo application will automatically assign task to the user when task is moved from one stage to another. Configure Automatic User Assignment into the project, specif combination of stages and users there. So task can be assigned to particular user when it is moved to particular stage

Main Features:

• Task will be automatically assigned to the user when it is moved to particular stage.
• Configure Automatic User Assignment into task and specify stages and users there.
• So based on Automatic User Assignment configuration of project, Task will be automatically assigned to the user when it is moved to the particular stage.
• Example : When task is moved to 'In Progress' stage then assign task to the 'Jack'. So this kind of scenario you can manage in odoo using this application.
• Note : You must have to specify 'Project' into the task to automatically assign user when task move its stage.

Project : Configure Stages and Users into Automatic User Assignment

Task is created

Task moved to In Progress stage and assigned to Andrew based on configuration

Task moved to Done stage and assigned to Jack based on configuration

Create Meeting From Task

Helps you create Meeting from Task.

Main Features:

• Creates Meeting from task.
• Navigate to meeting from task and from task to meeting also.

Create Meeting from Task

Select Meeting's starting date and time

Navigate to the Meeting from Task

Meeting

Navigate to the Task from Meeting

TASK CUSTOM FIELDS

For Helps you to Create Custom Fields for Tasks.

Main Features:

• Create Custom Fields for Task.

Custom Fields

Custom Fields

Assign Value to your Custom Field(optional)

Print Project Task Report

This odoo application allows you to print PDF report of Tasks.

Key Features:

• Print PDF report of Tasks.

Print Task Report from here

Task PDF Report

TASK QUICK EDITE

This odoo application allows you to quickly edit some basic information of the task directly from its kanban view.

Key Features:

• Quickly edit basic information of the task from its kanban view.
• No need to open form view of task to update basic information of the task
• Update below information quickly from kanban view :
  • Task Title
  • Assignee
  • Tags
  • Deadline

Task before quick editing

Quickly update task from here

Update basic details of task and click on Confirm

Details updated successfully into the task

Update Assignees of Task

This odoo application allows you to update multiple Assignees of Tasks at once.

Key Features:

• Update multiple Assignees of Tasks at once.

Select multiple task and click on Mass Update Users

Add new users and click on Update

Assignees updated successfully into the Tasks

Create Task From Lead

This Odoo application allows you to create multiple Tasks from the Lead.

Key Features:

• Create Multiple Tasks from Lead.
• New task will be linked with Lead.

Create Task from the Lead

Fill details of the Task

Tasks linked with the Lead

Project Task Mass Update

For Helping to easily update task value.

Key Features:

• Easy to update Multipal task value.
• Task update multipal option like:
  • Update Assigned to for Selected Task
  • Update Date to for Selected Task
  • Update Tags to for Selected Task
  • Update Status to for Selected Task

Select multipal Task and click on Update Mass Task

Update Mask Task : Update Assigned to for Selected Task

Project Task : Updated Assigned To

Update Mask Task : Update Date

Project Task : Date Updated

Update Mask Task : Update Tags

Project Task : Tags Updated

Update Mask Task : Status Update

Project Task : status updated

Project And Task Priority

This application allows you to set priority on projects and tasks .

Key Features:

• Set Priority on Project.
• Project Priority added in form view and kanban view of Project.
• Set Priority on Task.
• Task Priority added in form view and kanban view of Task.

Project Priority : Kanban View

Project Priority : Form View

Task Priority : Kanban View

Task Priority : Form View

Task Overdue Days

This odoo application will show Overdue Days into the Task if the task is completed after its Deadline Date.

Key Features:

• Show Overdue Days into the task screen if task is completed after Deadline Date
• Show Overdue Days into the task screen when task is closed or done stage
• Once task is moved to the closing stage and its moved after its Deadline Date then Overdue Days will be visible on task screen

Overdue Days on task screen

Task Overdue Reminder

Many times the deadline for the task has passed, yet many tasks remain incomplete. So this application will automatically send reminder email to the assignee of the task to complete their pending task.

Key Features:

• Send Reminder Emails to the users when task is not completed even after its deadline.
• Specify First Reminder Days and Second Reminder Days.
• Example, You have configured 5 Days into the configuration for sending reminder emails. When the task is not completed even after 5 days of its deadline then system will automatically send reminder email to the assignee of the task.

Configure Reminder Days here

Automatic Scheduler which will run on daily basis

Notification Email Sample

Task Deadline Reminder

Odoo applicatin helps you send Task Deadline Reminder Emails to the employees

Key Features:

• Send Task Deadline Reminder to the Employees.
• Allows you to send First Reminder as well as Second Reminder.
• Reminder Days means it will send email before 'reminder days' of deadline of task.
• Suppose, deadline is 22-6-2018 and reminder days is 2, so it will send reminder emails on 20-6-2018.

Days Configuration

Project -> My Task Set information

Email Format

Send Task By Email

This odoo application allows you to send task details by email to the assignee of the task. If any documents are attached with the task then it will also attached with the email

Key Features:

• Send task details in email to the assignee of the task.
• Documents of the tasks will also be attached to the email.

Documents attached with the task

Send task by email

Details of the task and documents are loaded automatically

Task sent to the assignee with documents attached

Task Timer Logs

This Odoo application calculates duration of the task and creates timesheet entry of it. You can start a task by clicking on the Start Task button of the task and when you click on End Task button then duration of the task will be calculated and timesheet entry of the task will be created

Key Features:

• Start Task button on the task.
• End Task button on the task.
• When you end an task then timesheet entry of that task will be created.

There is no any timesheet entries

Start a task

End a task

Create Timesheet entry

Timehseet entry of the task is created

Task Timesheet Reminder

This application will automatically sends email-reminder on daily basis to those Users who have pending work on their Tasks.

Key Features:

• Reminds Users to do their pending work on Tasks.

Task of a User

Reminder Email Format

Project Task Dashboard

Key Features:

• Advanced Dashboard is provided for analysis.

Advanced Dashboard

Invoice-Helpdesk Integration

Invoice Helpdesk allows you to create multiple invoices directly from Helpdesk Tickets and also create multiple Helpdesk Tickets from an invoice. It automatically links invoices with Helpdesk Tickets for better management of financial and support records.

Key Features:

• You can create multiple invoices from a Helpdesk Ticket
• Invoices are automatically linked to the Helpdesk Ticket
• You can create multiple Helpdesk Tickets from an invoice

Enable invoice-helpdesk integration

Add billable products to support ticket

Generate invoice from ticket

Automatic linking between ticket and invoice

Create support ticket from invoice

Complete two-way integration

CRM-Helpdesk Integration

CRM Helpdesk allows you to create Helpdesk Tickets directly from Leads and also create Leads from Helpdesk Tickets. This makes it easier to manage both customer support and sales processes together.

Key Features:

• You can create multiple Helpdesk Tickets directly from a Lead.
• Helpdesk Tickets are automatically linked with the Lead.
• You can create multiple Leads from a Helpdesk Ticket.

Enable CRM-Helpdesk integration feature

Create lead from helpdesk ticket

Lead automatically linked with original ticket

Create helpdesk ticket from lead

Ticket automatically linked with original lead

Filter and analyze tickets by associated leads