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Create Project Tasks from the My Account Section by Customers

by
Odoo

$ 33.56

v 18.0 Third Party 19
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Project (project)
• Discuss (mail)
Lines of code 158
Technical Name create_task_portal_customer
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Project (project)
• Discuss (mail)
Lines of code 158
Technical Name create_task_portal_customer
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 18.0

Submit and Create Project Tasks from the Website in Odoo

Allowing Customers to Submit Tasks in Odoo

Effortless Project Task Creation via Odoo My Account

This app empowers customers to effortlessly create and submit task requests directly from your website. Using a simple and intuitive form, customer can input details such as task name, project, description, due date, and attach files. Each request is automatically converted into a project task within the Odoo backend, streamlining task management. Project administrators can easily review, assign, and track tasks, enhancing communication and collaboration. This seamless process ensures quicker responses and significantly improves project management in Odoo.

Keynote:

This app offers a seamless experience for customers to create and submit task requests directly from the My Account section of your website. The easy to use task submission form allows customers to provide essential details such as task name, project selection, description, due date, and attach supporting files. Once submitted, tasks are automatically integrated into the Odoo backend for efficient management. The form is customizable to meet specific business needs receive confirmation emails upon task submission. Additionally, customers can track task progress, promoting better transparency and collaboration. For more details, please check the screenshots below and watch the video for a full demonstration.

Main Features:

    Task Creation from the Account Section:

  • Allows customers to submit task requests directly from the My Account section on your website with an easy to use interface.

    • Detailed Task Submission Form:

  • Lets customers provide task details, including task name, project selection, description, due date, and file attachments.

    • Seamless Backend Integration:

  • Automatically creates submitted tasks in the Odoo backend, ensuring smooth workflow management and task tracking.

    • Customizable Form Fields:

  • Businesses can customize the task submission form to suit their specific needs and requirements.

    • Email Notifications:

  • Sends confirmation emails to customers upon task submission, keeping them updated on their request status.

    • Improved Transparency and Collaboration:

  • Allows customers to track the progress of their tasks, enhancing overall transparency and collaboration.

    • Additional Resources:

  • For more details, please check the screenshots below and watch the accompanying video for a comprehensive overview of the feature in action.

Edition Compatibility:


Enterprise Odoo.sh Community

Odoo Task Menu Behavior for Customer

Streamlining Task Management with the Schedule New Task Button in Odoo

Triggering Task Creation Form Instantly with a Button Click in Odoo

Example 1: Submitting Task Details as Customer in Odoo

Acknowledging Customer Submissions with a Message

Creating a New Task from the Project Module in Odoo Backend

Example 2: Submitting Task Details as a Customer

Acknowledging Customer Submissions with a Message

Creating a New Task from the Project Module in Odoo Backend

Contact / Support
 Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

    •

  • Odoo Support

    •

  • Odoo Customization

    •

  • Odoo Migration

    •

  • Odoo Training

    •  
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,
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by
Glen Hunt
on 4/19/25, 12:47 AM

I was wondering whether this app will support my use case? I need to send annual reminders for suppliers insurances and I want them to enter this under a task in the supplier portal. I can see that this app will allow a supplier to CREATE a task from the portal, but can they edit a task that I have created? i.e. My proposed solution is to create a Project per supplier with a task for each insurance policy type. Standard Odoo will email them and remind them each year to upload their insurance documents, but I want them to be able to enter the Policy Number, Expiry Date, Policy Dollar Amount and upload the insurance policy document on the portal. Will this app allow this to happen? Will this app also allow me to capture these custom fields on the Portal?

Re:
by
Mustufa
on 4/21/25, 6:35 AM Author

Hello,

Good day! We hope this message finds you in great health and high spirits.

Thank you for reaching out to us. To ensure that your inquiry is directed to the appropriate team and receives a detailed and timely response, we kindly request you to send your question or concern to our official support email: contact@probuse.com.

Our dedicated team is available and more than happy to assist you with any queries you may have.

We truly appreciate your understanding and look forward to supporting you.

Warm regards,

Probuse Consulting Services Pvt. Ltd.

Delivering Odoo Expertise