Seamless Project & Task Generation from To Do for Odoo

Automated Project Creation from To Do in Odoo

Seamless Project & Task Generation from To Do: what to validate before go-live

Automated Project Creation from To Do in Odoo

Enhanced Task Generation from To Do in Odoo

Automated Project Creation from To Do

Module Information: This module enables users to create Projects and Tasks directly from To Do in Odoo.

The functionality is structured into two dedicated menus: Project To Do: Allows users to create and manage Projects from To Do. Task To Do: Facilitates the creation of Tasks from To Do.

By selecting the appropriate menu, users can seamlessly convert their To Do into structured Projects or Tasks, improving workflow efficiency and project management in Odoo.

Key Capabilities

Menu Based Project and Task Creation Project To Do Menu: Allows users to create and manage Projects from To Do. Task To Do Menu: Enables users to generate Tasks from To Do.

Project To Do Menu: Allows users to create and manage Projects from To Do.

Task To Do Menu: Enables users to generate Tasks from To Do.

Smart Button for To Do Tracking Project Form View: Includes a "To Do" smart button, allowing users to view the Project created from a To Do.

Task Form View: Contains a "To Do" smart button, displaying the Task generated from a To Do.

Project Tags Configuration in Odoo Standard

Project To Do Menu and Kanban

Project To Do Menu and Kanban View in Odoo

Project To Do Assign Project in

Project To Do: Assign Project in Form View

Task To Do Menu and Kanban

Task To Do Menu and Kanban View in Odoo

Additional details

Task To Do Form: Assign Project and Task in Odoo

Project Form View (Odoo Standard): To Do Smart Button Overview

Opened Project To Do via To Do Smart Button from Project Form View

Conclusion

Seamless Project & Task Generation from To Do 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 Seamless Project & Task Generation

Before go-live, test Seamless Project & Task Generation from To Do with one realistic document flow on probuseappdemo.com so sales, operations, and finance see the same data.
Sananaz Mansuri • Techno-Functional Consultant at Probuse

Seamless Project & Task Generation from To Do 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