Automated Survey Sharing in Odoo Project Tasks | Task-Based Survey Automation for Better Insights
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 67.37
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Surveys (survey) • Discuss (mail) |
| Lines of code | 124 |
| Technical Name |
project_task_survey_generate |
| License | See License tab |
| Website | http://www.probuse.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Surveys (survey) • Discuss (mail) |
| Lines of code | 124 |
| Technical Name |
project_task_survey_generate |
| License | See License tab |
| Website | http://www.probuse.com |
Automated Survey Sharing in Odoo Project Tasks
Streamline Project Tasks with Automated Surveys in Odoo
Odoo Task Management: Integrated Survey Automation
Task-Based Survey Automation for Better Insights in Odoo
The Project Task Survey Generate module enhances project management by integrating surveys with project tasks. This feature allows businesses to gather feedback, conduct assessments, and improve project execution based on real-time input from relevant stakeholders.
By linking surveys to project tasks, managers can automatically send surveys when a task reaches a specific stage. This ensures that project teams, clients, and other stakeholders provide timely feedback, improving project efficiency, quality, and overall satisfaction.
Here is a features list based on your description of the Odoo app:
- Automate Survey Sending Based on Task Progress:
- Surveys can be linked to specific project tasks and sent automatically when a task moves to a predefined stage.
- Helps in collecting structured feedback at key milestones without manual intervention.
- Multiple Recipient Options for Surveys:
- Surveys can be sent to various stakeholders, including:
- Survey to Customer:
- Gather feedback from clients to assess satisfaction and project success.
- Survey to Project Managers:
- Allow managers to review task progress and performance.
- Survey toAssigned Team Members:
- Ensure the internal team provides input on their tasks.
- Survey to Other Custom Recipients:
- Additional stakeholders can be included based on project needs.
- Easy Survey Selection for Projects and Tasks:
- Project managers can assign a default survey to a project.
- Project managers can assign a default survey to a project.
- Tasks created within the project automatically inherit the assigned survey.
- Users can override the default survey on individual tasks if needed.
- Enhanced Task Stage Management with Surveys:
- Surveys can be triggered when a task reaches a specific stage.
- Helps in tracking progress and identifying areas for improvement at critical points.
- Fully configurable, allowing businesses to decide when and to whom surveys should be sent.
- Integrated Survey Tracking:
- surveys are linked to project tasks, ensuring easy tracking and reference.
- Responses can be reviewed directly, helping in data-driven decision-making.
- Improves project performance analysis by correlating feedback with task progress.
- Seamless Email Notifications for Surveys:
- Surveys are sent via email using automated templates.
- Ensures recipients receive clear instructions and can respond easily.
- Keeps stakeholders engaged without requiring manual follow-ups.
- User-Friendly Interface and Configuration:
- Surveys can be managed directly from the project and task forms.
- Simple selection options for recipients and survey triggers.
- Visibility controls ensure that only relevant fields are displayed when needed.
Edition Compatibility:
Enterprise Odoo.sh Community
Enhancing Odoo Project Form with Survey Fields
Enhanced Task Form: New Fields for Survey, Project Manager & Survey Recipients
Enhancing Task Stages: Survey Field Added in Odoo Standard
Enhanced Task Stages: Adding Survey, Customer, Project Manager,Assignee, and other Fields in Odoo
Automated Task Stage Enhancement: Share Surveys with Customers & Assigned Partners in Progress
Survey Integration in Tasks: Auto-Dispatch & Chatter Tracking in Progress
Enhance Task Stages: Auto-Send Surveys via Email to Customers & Assignees
Automated Task Stage Enhancement: Share Surveys withProject Manager Waiting for Manager
Survey Integration in Tasks: Auto-Dispatch & Chatter Tracking in Waiting for Manager
Enhance Task Stages: Auto-Send Surveys via Email to Project Manager
Enhanced Task Workflow: Select Customers & Additional Recipients for Surveys in Completed Stage
Enhanced Survey Sharing: Add Custom Recipients to Task Form
Survey Integration in Tasks: Auto-Dispatch & Chatter Tracking in Completed
Enhanced Task Stages: Automatically Share Surveys with Customers & Other Recipients
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
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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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