| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 578 |
| Technical Name |
xpt_sticky_notes |
| License | LGPL-3 |
| Website | https://xpedyt.pl |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Lines of code | 578 |
| Technical Name |
xpt_sticky_notes |
| License | LGPL-3 |
| Website | https://xpedyt.pl |
Sticky Notes
Pin internal notes on any record — visible instantly at the top of every form, without leaving the page.
Overview
Important context about a customer, an order, or a vendor often lives in someone's head, a private chat, or a sticky on a physical monitor — not in Odoo where the rest of the team can see it. Notes added to the chatter get buried under activity logs and email threads. There is no way to pin something that should stay visible every time someone opens the record.
Sticky Notes solves this. Any internal user can pin a color-coded note directly on any Odoo record — a sale order, a contact, an invoice, a project task, anything with a form view. Notes appear as a compact banner immediately above the form, so they are impossible to miss. They stay visible until deliberately removed by their author or an administrator.
Notes banner on every form
When sticky notes exist for the current record, a banner appears at the very top of the form — above the fields, above the status bar. Each note shows the author name and is color-coded so the team can give notes a visual meaning at a glance: yellow for general reminders, red for blockers, green for approvals, and so on.
If a record has more than five notes, the banner collapses to the five most recent ones with a "Show more" button. Notes are ordered newest first. Any user can read all notes; only the author can edit or delete their own.
Systray icon
A pin icon appears in the top-right systray next to the messaging and activity buttons. Click it to open a small dropdown that lets you add a new note for the current record — without scrolling back to the top of the form or searching for the banner.
The badge updates instantly when notes are added or removed and disappears automatically when you navigate to a view without a saved record.
Five colors — your own visual language
Each note has a color chosen at creation time from five options: yellow, green, red, blue, and orange. The color is visible on the note card in the banner and can be used however the team sees fit — severity, department, workflow stage. Colors are shown as clickable swatches in both the banner's inline form and the systray dropdown.
Key features
- Works on any record — notes are stored with a model name and record ID, so the module attaches to sale orders, contacts, invoices, purchase orders, project tasks, and every other form in Odoo without any per-model configuration
- Inline edit — click the pencil icon on your own note to edit the text directly in the banner, without opening a separate dialog
- Inline delete with confirmation — delete your own note from the banner; a browser confirmation prompt prevents accidental removal
- Add from anywhere — the systray dropdown lets you add a note without scrolling or navigating; the banner reloads automatically
- No configuration required — install and it works; no settings panel, no cron jobs, no additional setup
Access and permissions
All internal users can read and create notes. Write and delete access is restricted by a record rule: each user can only modify or remove their own notes. Users with the Administrator access level bypass this restriction and can edit or delete any note — useful for moderation and cleanup.
The banner is suppressed on new, unsaved records and appears only once a record has been saved and has an ID, preventing stale notes from appearing during the creation flow.
Requirements
- Odoo 19 (Community or Enterprise)
- Depends on:
webonly — no additional modules required
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