Businesses can compile tasks they need to accomplish or activities they wish to undertake. With Odoo, a specialized business management tool, you can organize these tasks and schedule them using the To-Do List App, simplifying business operations. Organizations worldwide primarily function within structured environments, relying heavily on plans and activities to drive their operations.
With the To-Do List app, we can schedule general activities and list actions scheduled from various modules of Odoo, including sales, purchases, inventory, and others.
The To-Do List application offers several features, including scheduling general tasks, setting repeating intervals for activities, assigning priorities to tasks based on user preferences, and filtering activities accordingly.
Upon accessing the module, users are greeted with a kanban view organized by the status of scheduled activities. The states are classified as Today, Planned, and Expired, based on the due date or deadline. Once an activity is completed, it moves to the Done state; if canceled, it's categorized as Canceled. Furthermore, the creator of each activity is visible in the kanban view. The Kanban view displays details such as action, activity type, priority level, and summary for each task.
On the page, you'll find different stages including Inbox, Today, This Week, This Month, Later, and Personal Stages.
As previously mentioned, the page is displayed in Kanban view, which can also be viewed in list and activity views. The list view resembles the image below.
The Activity view of the page will appear as shown in the screenshot below.
Now, by utilizing the search bar located at the center of the page, you can access an icon to open the drop-down menu. This menu provides options for Filters and Favorites, as depicted in the image below.
Within the Filters option, you'll find sub-options including open, closed, closed on, archived, and Add custom filter. Additionally, you can save the current search under the Favorites option. Under the Group By option, you'll encounter Tags, Assignees, Stage, and Add Custom Group options. This feature represents a notable addition in Odoo 17, offering advanced functionality for organizing tasks efficiently.
To create a new ToDo, simply click on the New icon, and the creation page will appear as depicted in the screenshot below.
Here, you can effortlessly enter the title in the designated space and then click on the Add icon. Next, you can schedule an activity using the icon provided on the activity view page. Upon selecting this option, you will be directed to a page as shown in the image.
Click on the New option provided on the page. The creation page will appear as shown in the image below.
In this section, you can input the task title, project, assignees, related tags, task deadline, and planned date respectively. Below that, there's the Description option where you can provide additional details about the task. The task can be scheduled for today, this week, this month, or later as needed. Finally, click on the Save and Close icon to confirm.
By clicking on the Settings icon, you'll find options such as fold, edit, automation, and delete. Alternatively, you can create a new ToDo by selecting the + icon, which will open the creation page. Additionally, you'll notice a clock-like icon in the image below.
Here, you have the option to schedule an activity, which opens a page as shown below.
After entering the details such as activity type, summary, due date, and assigned to, proceed to the Schedule option. Additionally, you can select priority colors to indicate the importance of the task, as shown in the image below.
Now, upon selecting a specific task from the dashboard, you will be directed to the page, as depicted in the following screenshot.
In this interface, you have the option to include related tags in the designated space. Likewise, you can assign multiple individuals to the task. On the left side, you'll find the different stages of the ToDo list. Once a task is completed, you can mark it as done using the "Mark As Done" option, represented by a tick icon. Now, let's proceed to creating a new task in the ToDo list. To do this, click on the settings icon provided on the page, where you'll find the sub-options listed below.
Among these options, you'll find actions like archiving, duplicating, deleting, and converting to a task. Click on the "Convert to task" option, and the resulting page will appear as shown in the image below.
In this section, fill in the project name, assignees, and related tags, then proceed to click on the "Convert to task" icon. Upon clicking, the task will be created as depicted in the image.
Here, you can input the project name, worksheet template, tags, sales order item, allocated time for the task, and the date. In the description tab, include a brief note regarding the task. In the timesheet tab, you can list the employees who worked on this task and specify the duration of their work. Using the sub-task option, you can effortlessly add sub-tasks by selecting "Add a Line," as illustrated in the image below.
In this section, you can input the title and assignees for the subtask. After adding these details, save the created subtask. This allows you to view the task using the "View Task" option.
Here, by utilizing the "Parent Task" option, you can return to the homepage directly. Additionally, you can access additional information.
If the option is not readily available, you can enable Developer mode. Once activated, you'll have access to additional information as depicted in the image. Here, you can include details such as the parent task, company name, sequence, email cc, cover image, assignment date, and last stage update. Furthermore, any added sub-tasks and documents will be displayed at the top of the page.
To print the document, click on the icon shown above to access options including print, timesheet, field service report, archive, duplicate, delete, add properties, share, send SMS, convert to ticket, and send the report. Choose the print option, and you will be able to print the document as depicted in the image below.
Likewise, you can generate a field service report, and the PDF version will also be accessible.
In this section, you can find details including the description, quantity, unit price, taxes, tax inclusive, and tax exclusive amounts. By selecting the "duplicate" option, you can create a copy of the document. Additionally, with the "share" option, you can obtain a link to share with other recipients, as shown in the image.
You now have the ability to send SMS text messages and convert them into a ticket as needed. Additionally, the "send the report" option allows you to send it to the authorized person.
And that concludes the process of creating and managing tasks using the ToDo module.