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Introduction to Odoo TO-DO

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The Odoo To-do app helps you stay on top of personal tasks such as small reminders, follow-ups and work items, all tracked in one place. It also connects with the Project app when a to-do grows into a full piece of project work.

How to create a to-do

  1. Click New, or the plus button next to a stage name.
  2. Enter a title, then click Add to save it, or Edit for more options.

When editing a to-do, you can add Tags, assign it to users (which shares it with them), and use the editor to add details, media or links. Type a forward slash in the editor to format content quickly.

Adding a to-do on the fly

Open the command palette with Ctrl+K and click Add a To-Do, or click the clock button and select Add a To-Do, from anywhere in Odoo.

How to convert a to-do into a project task

If you use the Project app:

  1. Open a to-do and click the gear icon, then Convert to Task.
  2. Choose a Project, Assignees and Tags, then click Convert to Task.

The to-do is now a project task and appears in that project’s pipeline.

How to manage your to-do pipeline

Assigned to-dos appear on the dashboard, and can be dragged and dropped between stages. Click + Personal Stage to add a new stage, or use the gear icon next to a stage to fold, edit or delete it.

How to schedule an activity on a to-do

  1. Click the clock button on the dashboard, then + Schedule an activity.
  2. Fill in the Activity Type, Due Date and who it is Assigned to, with an optional summary or note.
  3. Click Schedule.

Note that the To Do activity type is a separate feature and does not create a new to-do task.

Viewing to-dos in the Project app

Open the Project app and go to My Tasks to see your to-dos as private tasks. A padlock icon marks them apart from other project tasks.

Tips

  • Use tags to group related to-dos for faster searching.
  • Keep tasks short and clear for better productivity.
  • Review your pipeline regularly to keep tasks moving.
  • Convert important to-dos into project tasks for team collaboration.

Frequently asked questions

Does assigning a to-do to someone else share it with them?

Yes, adding assignees to a to-do shares it with the selected users.

Does scheduling a To Do activity create a to-do task?

No, the To Do activity type is a different feature and does not create a new to-do task.

Need help?

Need help organising personal tasks in Odoo? Contact support@thoughtlogik.com or see our Odoo implementation services.

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