Create Project Tasks from the Portal by Customers / Portal Employees / Portal Users
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 30.09
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) |
Lines of code | 150 |
Technical Name |
create_task_portal_customer |
License | See License tab |
Website | http://www.probuse.com |
Versions | 13.0 14.0 15.0 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) |
Lines of code | 150 |
Technical Name |
create_task_portal_customer |
License | See License tab |
Website | http://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:
- 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.
- Lets customers, portal employees, and portal users provide task details, including task name, project selection, description, due date, and file attachments.
- Automatically creates submitted tasks in the Odoo backend, ensuring smooth workflow management and task tracking.
- Businesses can customize the task submission form to suit their specific needs and requirements.
- Sends confirmation emails to customers, portal employees, or portal users upon task submission, keeping them updated on their request status.
- Allows customers, portal employees, and portal users to track the progress of their tasks from the portal, enhancing overall transparency and collaboration.
- For more details, please check the screenshots below and watch the accompanying video for a comprehensive overview of the feature in action./li>
1. Task Creation from the Portal
2. Detailed Task Submission Form
3. Seamless Backend Integration
4. Customizable Form Fields
5. Email Notifications
6. Improved Transparency and Collaboration
7. Additional Resources
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.
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.
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