Task Unique Number

This Odoo app assigns a unique number to every new project and task. These numbers help easily identify, track, and search within your project management system.

Key Features:

• Assign a unique number to each new project and task.
• View the unique number on Kanban and form views of projects and tasks.
• Easily search for projects and tasks using their unique numbers.
• Helps in better organization and tracking of tasks and projects.

Unique number on Project

Unique number on Task

Add Checklist on Task

This Odoo app allows you to add and manage checklists for tasks. You can configure multiple checklist items from a separate menu and apply them to tasks based on specific stages, helping ensure that steps are not missed.

Main Features:

• Add checklists to tasks for better tracking.
• Import predefined checklist items.
• Create and assign checklists based on specific task stages.

Import Checklist menu

Add Excel file

Link checklists from here

Create checklists for specific stage

System restriction when checklist is not checked for specific stage

Checklist status in Task form view

Checklist status in Task list view

Checklist status in Task kanban view

Project Task Template

This Odoo app helps you automatically create default tasks in a project when a new project is created. The tasks are generated from a pre-defined task template, saving time and ensuring consistency across projects.

Main Features:

• Automatically create default tasks when a new project is created.
• Use a pre-defined task template to generate these tasks.
• Simple and easy setup of task templates.

Navigate to Project > Configuratation > Task Template

Create task template with name, assigned user, tags, description and extra info .

Un-Check 'Template Task' if you don't want to Load Default Tasks for Project

Create Project

Click on create project button

When you create project if you flag Display Tasks as "TRUE" then it will be attached all task template into newly created project

Default Task Linked to Projects

Sub-tasks Closing Alert

This Odoo app allows you to configure a closing stage for tasks. If a task has sub-tasks and none have yet been moved to the closing stage, the system will restrict the user from closing the parent task. All sub-tasks must be in the closing stage before the parent task can be moved to the closing stage.

Main Features:

• Configure a closing stage for tasks.
• Restrict the user from closing the parent task if any sub-task has not yet been moved to the closing stage, with a warning message.

Configure Closing Stage of task here

Sub-task are not moved to the closing stage

User move parent task to the closing stage

System restricts user with warning message

All Sub-tasks are moved to the closing stage

Again user move parent task to the closing stage

Parent task moved to the closing stage successfully

Automatically Assign User on Task

This Odoo app assigns tasks to specific users when a task is moved from one stage to another. You can configure user assignments for each stage within a project. Based on this setup, the task will be assigned to the chosen user as soon as it reaches a particular stage.

Main Features:

• Assign tasks to users when move to a specific stage.
• Set up user assignments by linking stages with users in the project.
• The app uses the configuration to assign the right user when the task changes its stage.
• Example: If a task moves to the "In Progress" stage, it can be automatically assigned to Jack.
• Note: The task must be linked to a project for automatic user assignment to work.

Project : Configure Stages and Users into Automatic User Assignment

Task is created

Task moved to In Progress stage and assigned to Andrew based on configuration

Task moved to Done stage and assigned to Jack based on configuration

Create Meeting From Task

This Odoo app helps you create a meeting directly from a task. It provides easy navigation between tasks and meetings and smooth workflow management.

Main Features:

• Create a meeting directly from a task.
• Easily navigate between the task and the corresponding meeting.

Create Meeting from Task

Select Meeting's starting date and time

Navigate to the Meeting from Task

Meeting

Navigate to the Task from Meeting

Add Custom Fields

This Odoo app helps you create custom fields for tasks, allowing you to capture additional information tailored to your needs.

Main Features:

• Create Custom Fields for Task.

Custom Fields

Custom Fields

Assign Value to your Custom Field(optional)

Print Project Task Report

This Odoo app allows you to print a PDF report of tasks, including detailed task information and related timesheet entries. It's a useful tool for tracking progress, reviewing work logs, and sharing updates with team members or clients.

Key Features:

• Print PDF reports for individual tasks.
• Includes task details and timesheet entries in the report.
• Helpful for reviews, reporting, and documentation.

Print Task Report from here

Task PDF Report

TAsk Quick Edit

This Odoo app lets you quickly edit basic task information directly from its Kanban view, saving time by eliminating the need to open the task's form view.

Key Features:

• Quickly edit task details from the Kanban view.
• There is no need to open the task's form view to update basic information.
• Update the information below from Kanban: Task Title, Assignee, Tags & Deadline.

Task before quick editing

Quickly update task from here

Update basic details of task and click on Confirm

Details updated successfully into the task

Update Assignees of Task

This Odoo app allows you to update the assignees of multiple tasks at once, making it easier to manage task ownership in bulk.

Key Features:

• Update multiple assignees for tasks at once.

Select multiple task and click on Mass Update Users

Add new users and click on Update

Assignees updated successfully into the Tasks

Create Task From Lead

This Odoo app allows you to create multiple tasks directly from a lead, as well as tasks and follow-ups for every lead.

Key Features:

• Create multiple tasks from a lead.
• Each new task will be linked to the corresponding lead.

Create Task from the Lead

Fill details of the Task

Tasks linked with the Lead

Project Task Mass Update

This Odoo app helps you easily update values for multiple tasks at once, streamlining task management and saving time.

Key Features:

• Easily update values for multiple tasks.
• Options to update the following for selected tasks: Assignees, Due Date, Tags & Status.

Select multipal Task and click on Update Mass Task

Update Mask Task : Update Assigned to for Selected Task

Project Task : Updated Assigned To

Update Mask Task : Update Date

Project Task : Date Updated

Update Mask Task : Update Tags

Project Task : Tags Updated

Update Mask Task : Status Update

Project Task : status updated

Project And Task Priority

This Odoo app allows you to set priorities for projects and tasks, making managing and prioritizing work easier.

Key Features:

• Set priority on projects.
• Project priority is displayed in the project's form and Kanban views.
• Set priority on tasks.
• Task priority is displayed in the task's form and Kanban views.

Project Priority : Kanban View

Project Priority : Form View

Task Priority : Kanban View

Task Priority : Form View

Task Overdue Days

This Odoo app displays the overdue days for a task if it is completed after its deadline date, helping you track delays and overdue tasks.

Key Features:

• Display overdue days on the task screen if the task is completed after the deadline.
• Overdue days are shown when the task is moved to the "Closed" or "Done" stage.
• Once a task is moved to the closing stage after the deadline, overdue days will be visible on the task screen.

Overdue Days on task screen

Task Overdue Reminder

This Odoo app automatically sends reminder emails to the assignees of tasks that remain incomplete after their deadline, helping ensure timely task completion.

Key Features:

• Send reminder emails to users if a task is not completed after its deadline.
• Specify the number of days for the first and second reminder emails.
• Example: If you configure a 5-day reminder, the system will send an automatic reminder email to the assignee if the task is not completed 5 days after the deadline.

Configure Reminder Days here

Automatic Scheduler which will run on daily basis

Notification Email Sample

Task Deadline Reminder

This Odoo application helps you send task deadline reminder emails to employees, ensuring they stay on track with their tasks

Key Features:

• Send task deadline reminders to employees.
• Option to send a first and second reminder.
• "Reminder Days" specifies how many days before the task deadline the reminder email will be sent.
• Example: If the deadline is June 22, 2018, and "Reminder Days" is set to 2, the system will send a reminder email on June 20, 2018.

Days Configuration

Project -> My Task Set information

Email Format

Send Task by Email

This Odoo application allows you to send task details via email to the assignee. If any documents are attached to the task, they will also be included in the email.

Key Features:

• Send task details via email to the task assignee.
• Attach any documents related to the task in the email.

Documents attached with the task

Send task by email

Details of the task and documents are loaded automatically

Task sent to the assignee with documents attached

Task Timer Logs

This Odoo application calculates the duration of a task and creates a timesheet entry for it. You can start and end the task using simple buttons, and the system will log the time spent.

Key Features:

• "Start Task" button to begin timing the task.
• "End Task" button to stop the timer and calculate the task duration.
• A timesheet entry is created when the task is ended.

There is no any timesheet entries

Start a task

End a task

Create Timesheet entry

Timehseet entry of the task is created

Task Timesheet Reminder

This application sends daily email reminders to users with pending work on their tasks, helping ensure timely task completion.

Key Features:

• Daily reminders to users for pending task work.

Task of a User

Reminder Email Format