Tasks in Calendar View for Odoo

Task Management Through Calendar View

Tasks in Calendar View: what to validate before go-live

Task Management Through Calendar View

Task Details from Calendar List View

Quick View of Task on Calendar

Quick View of Task on Calendar Event

This module enhances the calendar task

This module enhances the calendar task integration by allowing users to view related task details directly from the calendar view.

It extends the functionality of the dependent module task_calendar_synch , where each task includes a "Meeting Information" tab in the task form.

Upon filling in the meeting details and creating the task, a corresponding calendar event (meeting) is automatically generated.

This module enhances the integration between

This module enhances the integration between Project Tasks and Calendar Events, allowing users to view and access task details directly from the calendar view.

It builds upon the functionality provided by the dependent module task_calendar_synch .

The task_calendar_synch module introduces a

The task_calendar_synch module introduces a "Meeting Information" tab within the task form.

When a user fills in this section and creates a task, a corresponding calendar event (meeting) is automatically generated and linked to the task.

Additional details

A smart button labeled "Meetings" is added to the task form view. Clicking this button opens the calendar view, filtered to display the meeting(s) associated with the current task.

When a calendar event is clicked, a popup dialog appears showing the events details. This module extends that dialog by adding a "View Task" button.

Clicking this button opens another popup dialog containing the task form view, pre filled with the related tasks information for quick reference or editing.

The same "View Task" button has been added to the calendar list view (event list).

Users can click this button to open a popup dialog showing the full task form, streamlining access to related task details without needing to switch between multiple menus.

Conclusion

Tasks in Calendar View 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 Tasks in Calendar View

Before go-live, test Tasks in Calendar View with one realistic document flow on probuseappdemo.com so sales, operations, and finance see the same data.
Sananaz Mansuri • Techno-Functional Consultant at Probuse

Tasks in Calendar View 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