Installation

This module depends on modules found in these repositories:

• Employee To Do List

Documentation for Employee To Do Module

1. Overview:

   The Employee To-Do module is an Odoo application that allows users to manage employee tasks. It provides functionality to create, assign, and track the progress of tasks for individual employees, including setting priorities and deadlines.

2. Features:
   • Create and manage tasks for employees.
   • Assign priorities to tasks (low, medium, high).
   • Set deadlines and track task progress.
   • Access control for task management.
3. Module Structure:

   The module contains the following key directories and files:

   • Describes the module's metadata, dependencies, and data files.
   • Contains the data models defining tasks.
   • Defines the user interface elements such as forms and tree views for managing tasks.
   • Defines access control rules for the module.
4. Installation:

   Ensure the following dependencies are installed in your Odoo instance:

   • base
   • contacts
   • hr
   • account

   Steps to Install:

   1. Copy the module folder employee_todo to the Odoo addons directory.
   2. Update the module list by going to Apps in Odoo and clicking Update Apps List.
   3. Find the Employee To-Do module and click Install.
5. Data Model Explanation:

   The module uses a custom model named employee.todo.task to represent tasks assigned to employees. Below are the main fields and their functions:

   Field	Description
   task_name	The name of the task (mandatory).
   priority	The priority level of the task (low, medium, high).
   deadline	The date by which the task should be completed.
   attachment	Add required files for task.
   employee_id	Many2one field linking the task to an employee in the HR module (mandatory).
   Notes	Notes about the task.

6. User Interface:

   The views provided by the module are accessible via the Odoo frontend:

   • Kanban View: Displays all tasks in a kanban, showing tasks on priority basis which are done and not completed.
   • Tree View: Displays all tasks in a list format, showing key fields such as task name, priority, deadline, and employee.
   • Form View: Allows users to create and edit individual tasks, providing fields for task details like name, priority, deadline, and the assigned employee.
   • Menu Items: To-Do Tasks: Accessible from the main Odoo menu, this item provides access to the list of tasks.
7. Access Control:

   Access to the module is restricted based on user roles, who can create, read, write, and delete tasks.

8. Using the Module:

   Steps to create a task:

   1. Navigate to To-Do > Tasks from the Odoo menu.
   2. Click on the New button.
   3. Fill in the task details:
      • Task Name: Enter the name of the task.
      • Priority: Select the priority (Low, Medium, High).
      • Deadline: Choose the task deadline.
      • Employee: Assign the task to an employee.
      • Notes: Add Notes .
      • Attachment: Attach the required files of task.
   4. Click Save to create the task.

   You can also view and manage tasks, filter or group them, and modify or delete them as necessary.

9. Module Data Flow:

   Data flow within the module:

   • Task Creation: Users create tasks via the form view, and data is saved in the employee.todo.task model.
   • Task Management: Tasks are displayed in a list (tree view) and can be filtered, edited, or deleted.
   • Employee Link: Each task is linked to an employee via a Many2one relationship with the hr.employee model.

Known issues

• Move to employee_to_do_list.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Authors

• STW Services

Contributors

• Technical:

  • STW Services Odoo Team

Maintainers

This module is maintained by the STW Services

STW Services stands out for Odoo Consulting, offering the best-in-class solutions. Our experts combine deep industry knowledge with cutting-edge technology to tailor Odoo strategies that precisely align with your business needs. We prioritize seamless integration, user-friendly interfaces, and robust automation, ensuring optimal efficiency.