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v 18.0 Third Party
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Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Employees (hr)
Discuss (mail)
Project (project)
Community Apps Dependencies
Lines of code 311
Technical Name hr_project_task_management
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Employees (hr)
Discuss (mail)
Project (project)
Community Apps Dependencies
Lines of code 311
Technical Name hr_project_task_management
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0

Comprehensive Project Task Management for Human Resource

Odoo Apps for Human Resource (HR) Project Task Management

Project Task Management System for HR in Odoo

This module enables the Human Resource (HR) team to efficiently manage recurring tasks and checklist tasks within Odoos Project Management system. It automates the creation of recurring tasks, while also providing a structured checklist task feature, allowing HR personnel to streamline task management and ensure better tracking and completion of their responsibilities.

Main Features:

  • Task and Checklist Template Creation: HR teams can easily create and manage task templates and checklist templates for recurring HR tasks.
  • Recurring Task Configuration: HR teams have the ability to configure and set up recurring tasks, defining task frequency based on daily, weekly, monthly, or yearly schedules.
  • Automated Task Creation: Tasks and checklist items will be automatically created based on the setup, triggered by a daily cron job. This ensures tasks are generated on time without manual input.
  • User Access Control: To view HR Projects and Tasks, HR personnel must have the HR Project Task Management access enabled on their user profile. Additionally, assign appropriate roles (Project User or Project Manager) for proper access.
  • Comprehensive Project Management: HR teams will have full access to Odoos project management system. They can manage project tasks, checklists, and recurring tasks efficiently.
  • For more details, please watch the video tutorial and refer to the screenshots below.

Menus Available:

  • HR Projects and Tasks
    • Projects
      • Projects
    • Tasks
      • Tasks
    • Checklist
      • Checklist Tasks
    • Configration
      • Recurring Tasks
      • Templates
        • Task Templates
        • Checklist Templates

Workflow:

  • Step 1: Task Templates Menu
    This menu allows you to create task templates for routine or recurring tasks. Once created, these templates can be used in the Recurring Tasks Setup menu to automate the creation of recurring tasks based on the selected templates.
  • Step 2: Checklist Templates Menu
    The Checklist Templates menu displays all available checklist templates that can be linked to task templates. Each task template can have multiple checklist templates associated with it. The system will generate checklist tasks based on the linked templates.
  • Step 3: Recurring Tasks Setup Menu
    This menu allows you to configure recurring task setups. You can create multiple recurring task setups with options to define recurrence based on daily, weekly, monthly, or yearly schedules. Once the cron job runs, it will check these setups and automatically create tasks according to the defined recurrence.
  • Step 4: Cron Job Execution
    The cron job will automatically execute every day, generating recurring tasks based on the predefined setup:
    • Daily: Create recurring tasks every day.
    • Weekly: Create recurring tasks every Monday.
    • Monthly: Create recurring tasks on the first day of each month.
    • Yearly: Create recurring tasks on the first day of the year.
  • Step 5: Tasks Menu
    This menu displays the tasks and checklist tasks created by the system after executing the recurring task cron job. Your users and managers can access and work on these tasks and checklist items.

Edition Compatibility:


Enterprise Odoo.sh Community

HR Projects and Tasks Menu


Select Group to Display HR Projects and Tasks Menu


Sample User: Jacob Lambert as HR Project User


Sample User: Muhammad Lewis as HR Project Manager


Apply User Group to Access HR Projects and Tasks Menus


Task Templates Management Menu


Task Templates Form View with Integrated Task Checklists Tab

Example 1


Task Templates Form View with Integrated Extra Info Tab


Task Templates Form View with Integrated Task Checklists Tab

Example 2


Task Templates Form View with Integrated Extra Info Tab


Task Templates Form View with Integrated Task Checklists Tab

Example 3


Task Templates Form View with Integrated Extra Info Tab


Task Templates Form View with Integrated Task Checklists Tab

Example 4


Task Templates Form View with Integrated Extra Info Tab


Task Templates Displayed in Kanban View


Task Templates Displayed in List View


Navigate to Checklist Templates Menu


Checklist Templates Form View Showing Linked Parent Task

Example 1


Checklist Templates Form View Showing Linked Parent Task

Example 2


Checklist Templates Form View Showing Linked Parent Task

Example 3


Checklist Templates Form View Showing Linked Parent Task

Example 4


Checklist Templates Displayed in List View


Recurring Tasks Setup Menu


Form View for Configuring Recurring Tasks in Odoo


Form View for Configuring Recurring Tasks in Odoo


Recurring Tasks Setup Form View with Recurring Period: Daily

Daily Example


Recurring Tasks Setup Form View with Recurring Period: Weekly

Weekly Example


Recurring Tasks Setup Form View with Recurring Period: Monthly

Monthly Example


Recurring Tasks Setup Form View with Recurring Period: Yearly

Yearly Example


Recurring Tasks Setup List View


Cron Job Configuration Form View


Tasks Menu (Odoo Standard)


Task Form Featuring Daily Task Template

Example 1


Task Form Featuring Weekly Task Template

Example 2


Task Form Featuring Monthly Task Template

Example 3


Task Form Featuring Yearly Task Template

Example 4


Checklist Tasks Menu


Checklist Tasks Displayed in List View


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.

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