Add to Tasks option for Messages/Notes in Chatter for Odoo

Add to Tasks from a Chatter of Form

Add to Tasks option for Messages/Notes in Chatter: what to validate before go-live

Add to Tasks from a Chatter of Form

Users can directly add tasks through chatter using the application.

Add to Tasks from a Chatter

The system adds an option to add tasks for messages or notes in Chatter.

Allow the user to view the mail message reference and content in the additional task by making use of the chatter messages functionality.

Key capabilities

The Send Message (Odoo Standard) interface now includes an additional feature - the Add to Tasks button

Open the Add to Tasks Popup

Open the Add to Tasks Popup by clicking on the Add to Tasks Button

Complete the Add to Tasks form

Complete the Add to Tasks form and click on the Add button located on the Add Task from Chatter Form

Upon clicking the Add button the

Upon clicking the "Add" button, the task will be added to the project task list.(Odoo Standard)

Message Reference on Project Task Form

Message Reference on Project Task Form (Odoo Standard)

Additional details

Message Content is Automatically Submitted to the Project Task Form (Odoo Standard).

Add to Tasks Button on the Log Note (Odoo Standard)

Open the Add to Tasks Popup by clicking on the Add to Tasks Button.

Conclusion

Add to Tasks option for Messages/Notes in Chatter is built for teams that want Odoo workflows they can validate on probuseappdemo.com before production rollout.

Start with one realistic scenario, then expand training once stakeholders see the same data in backend and on mobile or portal where applicable.

Explore Add to Tasks option for

Before go-live, test Add to Tasks option for Messages/Notes in Chatter with one realistic document flow on probuseappdemo.com so sales, operations, and finance see the same data.
Sananaz Mansuri • Techno-Functional Consultant at Probuse

Add to Tasks option for Messages/Notes in Chatter is designed so day-to-day work and management reporting stay on one Odoo database instead of scattered spreadsheets.
Mustufa Rangwala • Chief Executive Officer at Probuse