$ 58.22
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Employees (hr)
• Project (project) • Website (website) • Discuss (mail) |
| Lines of code | 242 |
| Technical Name |
pf_portal_task |
| License | OPL-1 |
| Website | https://www.prefortune.com/ |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
create project task from portal
Create Project Task From Portal improves portal task management by allowing portal users to create and manage project tasks directly from the Odoo website portal. The module enhances project collaboration by providing a centralized customer portal where users can view, follow, comment, and track project-related tasks easily. Portal users can submit tasks using a simple popup form with project details, dates, descriptions, and file attachments for better task submission portal management. The module also supports task export functionality for generating organized Excel reports based on selected date ranges, helping businesses improve portal project workflow, task visibility, and customer communication in Odoo.
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Key Features
Allow users to create project task from portal directly from the website portal
Simple portal task creation form with dates, descriptions, and attachments
Centralized portal task management and task tracking system
Export project task portal records using date-based filters
Generate organized Excel reports for better project collaboration
create project task from portal
Our all-inclusive
Odoo – create project task from portal module, managing tasks through the portal gets way easier. You can set up and handle project tasks right from your customer portal dashboard. Just fill out a quick popup form add project info, dates, descriptions, even attach files and your task goes straight into Odoo. No trouble, just fast and efficient task creation through the portal.The module provides a centralized project task portal where users can track task progress, follow project activities, and comment on tasks directly from the portal interface. It also supports date-based task exports and organized Excel reporting, helping businesses improve project collaboration, task tracking, and customer communication across projects.
create project task from portal
- Allow users to create project task from portal using a dedicated portal create button.
- Popup-based portal task creation with project details, dates, descriptions, and attachments.
- Centralized portal task management from the My Account dashboard.
- Export project task portal records using custom start and end date filters.
- Generate organized Excel reports with task stages, priorities, assignees, and deadlines.
Complete Workflow for Manage create project task from portal
Enable the Create Project Task From Portal module to improve portal task management directly from the website portal. Users can easily create and manage project tasks from the My Account dashboard using a simple popup-based portal task creation form with project details, descriptions, dates, and file attachments. The module also supports exporting project task portal records using date-based filters and generates organized Excel reports for better project collaboration and task tracking in Odoo.
create project task from portal
1.From your 'My account' dashboard, click on the Tasks block to view and manage tasks related to your projects.
2.On the Tasks list page, click the Create button located above the list of tasks.
3.A 'Task Name' pop-up window will appear. Enter the task Name, select the relevant Project, set a Date, provide a Description, and attach any relevant files using the Upload button. Click Save when finished.
4.Once saved, the page will refresh, and you will see your newly created task (e.g., "Demo") listed under the appropriate project section.
5.To download a record of your tasks, click the Export Task button located at the top right corner of the Tasks page.
6.In the 'Export Task' pop-up, select the Start Date and End Date to filter the tasks you want to include in the report, then click the Export button.
7.The system will generate and download an Excel file titled 'PROJECT TASK REPORT'. This spreadsheet contains all the filtered tasks neatly organized by project, including details like Assignee, Stage, Create Date, Deadline, Priority, and Tags.
Our solutions focus on your problems
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Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup
• Works &
tested on standard installations of Odoo with no third
party apps,
• Free support only for odoo
installations with no third party apps,
• Paid
support availaible for Odoo installations with third
party apps.
Prefortune Technologies LLP.
Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.
If you need any help or want more additional features, you may contact us through:
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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