Skip to Content
Menu

Create Project Tasks from the Portal by Customers / Portal Employees / Portal Users

by
Odoo

30.09

v 18.0 Third Party 19
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Discuss (mail)
Lines of code 150
Technical Name create_task_portal_customer
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 13.0 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Discuss (mail)
Lines of code 150
Technical Name create_task_portal_customer
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 13.0 14.0 15.0 16.0 17.0 18.0

Create Project Tasks from the Portal in Odoo

Allowing Customers / Portal Employees / Portal Users to Create Tasks Through Odoo Portal

Effortless Project Task Creation through Odoo My Account Portal of Website

This app empowers customers, portal employees, and portal users to effortlessly create and submit task requests directly from the portal on your website. By using a simple and intuitive form, users can enter details such as task name, project, description, due date, and attach files. Each request is automatically transformed into a project task within the Odoo backend, facilitating seamless task management. Project Administrators can easily review, assign, and track tasks, improving communication and collaboration. This streamlined process ensures quicker responses and significantly enhances project management in Odoo.

Keynote:

This app offers a seamless experience for customers, portal employees, and portal users to create and submit task requests directly from the 'My Account' section of your website portal. The easy-to-use task submission form allows users 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, and users receive confirmation emails upon task submission. Additionally, the portal allows users to 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:

    1. Task Creation from the Portal

  • Allows customers, portal employees, and portal users to submit task requests directly from the "My Account" section on your website portal with an easy-to-use interface.
  • 2. Detailed Task Submission Form

  • Lets customers, portal employees, and portal users provide task details, including task name, project selection, description, due date, and file attachments.
  • 3. Seamless Backend Integration

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

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

  • Sends confirmation emails to customers, portal employees, or portal users upon task submission, keeping them updated on their request status.
  • 6. Improved Transparency and Collaboration

  • Allows customers, portal employees, and portal users to track the progress of their tasks from the portal, enhancing overall transparency and collaboration.
  • 7. Additional Resources

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

Edition Compatibility:


Enterprise Odoo.sh Community

Tasks Menu Odoo for Customers, Portal Employees, and Portal Users (Odoo Standard)

The 'Create New Task' Button: Simplifying Task Management in Odoo

Opening the Task Creation Form with a Button Click

Example 1: Providing Details on the Form by Customers, Portal Employees, and Portal Users

Displaying Submission Acknowledgment Message

Creating a Project Task in the Odoo Backend

Example 2: Providing Details on the Form by Customers, Portal Employees, and Portal Users

Displaying Submission Acknowledgment Message

Creating a Project Task in the 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,
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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.