To-do

Odoo To-do is a simple personal task manager for organising the day to day items that do not need a full project set up. It suits anyone who wants a quick place to jot down and track personal tasks alongside the rest of Odoo.

What To-do does

To-dos are created quickly from a stage on the dashboard, or from anywhere in Odoo using the command palette. Each to-do can carry tags, assignees and formatted notes, be moved between personal stages, and have activities scheduled on it.

Main capabilities

• Quick creation from the To-do dashboard or the command palette shortcut.
• Personal stages that can be added, folded, edited or deleted.
• Sharing a to-do with others by adding assignees.
• Converting a to-do into a project task when it grows into real project work.
• To-dos also appear as private tasks under My Tasks in the Project app.

Topics covered in this knowledge base

This section introduces the Odoo To-do app.

Frequently asked questions

Are to-dos visible to other people by default?

No, a to-do is private unless you add assignees, which shares it with those users.

Can a to-do become a project task?

Yes, open the to-do, click the gear icon and choose Convert to Task, then pick the project, assignees and tags.

Need help?

Need help setting up personal task management in Odoo? Contact support@thoughtlogik.com or see our Odoo implementation services.