How to Create ToDo List in Odoo - Odoo 17

Todo is a software tool, designed to help the individuals in the team to manage their tasks and organize their work. In Odoo 17, we have new application which has replaced Note App from Odoo 16 to Todo. Let’s see how does it work.

1. How to Create ToDo List in Odoo Enterprise

2. Introduction Enterprise Todo is a software tool, designed to help the individuals in the team to manage their tasks and organize their work. In Odoo 17, we have new application which has replaced Note App from Odoo 16 to Todo. Let’s see how does it work.

3. Enterprise Let’s get in to the module ToDo. We can see the already created To-dos will be seen there in kanban view by default. In addition to it, there are List view and Activity views also.

4. Enterprise With the advanced sorting options available, we can use the ‘Filters’ and ‘Group by’ and’ Add to favorites’ from the top. From there the filters like Open, Closed, Closed On and the grouping based on Assignees, Tags, Stages can also be made.

5. Enterprise And in addition to the existing stages such as Inbox, Today, This week, etc we can create new stages also by clicking on the +Personal Stage icon there. Then, after giving the Stage Name, the Add button can be clicked to add it.

6. Enterprise In order to create a new To-Do, just click on ‘New’ and give the To-Do Title. Lets create a new To-Do as Create the Project Team and click on Add button.

7. Enterprise Just hovering over the clock icon, we can see the Activities there.

8. Enterprise Click on that marked clock icon and ‘+Schedule an activity’ for the To-Do we’ve created. This will arrange the activities to help us get things done.

9. Enterprise From the list, select the needed activity and we can give the extra details such as Summary, due date, etc. L et’s schedule a ‘Call’ Activity there and Click on ‘Schedule’ button on button to it. A calendar will be opened if we click on ‘Open the Calendar’ to choose the date and time. On clicking ‘Done & Schedule Next’, the current To-Do will be marked as done and a window for To-Do creation again comes from which we can add the next activity.

10. Enterprise By clicking on the three dots on the kanban view’s right top corner, we can set the color priority for the To-dos and it gets highlighted on border.

11. Enterprise While opening the To-do, we can add different filtrations based on tags available for To-Dos.

12. Enterprise Get in to that Dropship record on clicking that smart button and it will open up like this snap. Also, we can set multiple Assignees also for a To-Do so that many people can be a part of it.

13. Enterprise We can just add the contents of the To-Do under the tags and assignees. By just typing slash(‘/’), advanced features ike adding table, colors, listing like features will be seen as available for the content to be typed. Also, we can change the stage of the To-Do by clicking on it or by dragging from the kanban view.

14. Enterprise From the Actions menu on top, we can convert the To-Do into a Project’s task by clicking on the button Convert To Task .

15. Enterprise Then, It will show a dialog box in which we need to select the corresponding Project. By default, the assignees and tags will be filled as that of the To-Do’s assignees and tags. Then, click on Convert to Task button.

16. Enterprise From the Project module, we are able to review this newly created task as:

17. Enterprise Just open the tasks and we can see that, the project description will be filled with the contents we have given for the To-Do and the stage will be ‘New’ by default.

18. Enterprise We can give the Allocated Time for the task, just give it here as 40 hours. In order to start the project, click on ‘Start’ button on top left. Then, the timer will start and it will be counted until we stop/ pause it.

19. Enterprise This will allow each employee to count their time spent on the task and accordingly the total time and allocated percent will also get updated.

20. Enterprise Similarly, other employees’ time hours will also be counted under this task if they do this. Sometimes, the time will be in red color which means that they will be in Time-offs. In those cases, we can change the employees. The Hours spent and the remaining hours will also be calculated automatically. In this way, all the project task management can be done for the tasks that we created from the To-Dos.

21. Enterprise So, in short To-Dos help to manage tasks and projects efficiently. They can be used for personal task management, team collaborations, or project management.

22. For More Info. Check our company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com