How to Create a Task From Todo in Odoo 18

How to Create a Task From Todo in Odoo 18

• 1.
  How to Createa Task From Todo in Odoo 18 Enterprise
• 2.
  Enterprise Introduction Odoo 18 empowersyou to manage your daily tasks effectively with its intuitive To-Do app. The coming slides will guide you through the seamless process of converting your to-dos into actionable tasks, ensuring you stay organized and productive. Let’s explore the process
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  Enterprise From the mainpipeline of the To-do App, click on the ‘New’ button to create a new one.
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  Enterprise Then give aname for the to-do and click on ‘Add’
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  Enterprise Now, for thefreshly created To-dos, we can mark its priority, show activities related to it and mark as done with the three respective buttons marked in the screenshot below
• 6.
  Enterprise Click on thethree dots or double click to open the To-do and we can see the details from the form view. The details such as tags, assignees and the description related to the to do can be saved and configured so that the to dos are neatly organized. Use the forward slash(/) to get some extra features also.
• 7.
  Enterprise We can easilyswitch the stages by clicking on them from the top.
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  Enterprise From the topleft side, using the gear icon, we can see the option/ menu to convert the To-do as a task.
• 9.
  Enterprise Clicking on the‘Convert to Task’ menu, we get a wizard like below. Select the needed project as we need from the drop down list and click on the button ‘Convert to Task’.
• 10.
  Enterprise This simply createsa new task for the Project module to deal with. Some fields will be seen as prefilled with the details of the to-do we used
• 11.
  Enterprise Use the otherfeatures of the task such as timesheet adding, starting the timer and stopping it, stage changing, milestone management, connecting with the sale orders, sub-tasks creation, etc to go on with the task as usual.
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  For More Info. Checkour company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com