Odoo 17 To-do

Records of information that have to be retained for future use must be kept. Additionally, it is essential to a business. Pen and paper methods are the traditional ways of marking the required information that we may locate if we search for it. All of the data used to be saved on the systems was used appropriately when the digital age started. You can see a place to organize and store such crucial notes about how the business is run within the Odoo17 platform. To save all of those crucial pieces of information in the system for later use, there is a To-do module.

Odoo 17 To-do

As seen in the graphic below, each of those notes will be defined at different phases within the Odoo17 platform. You will receive the stages in phases, including Notes, meeting minutes, and a to-do list; at the end, you will have the option to create a stage of the same type on your own if necessary.

Odoo 17 To-do

If you need to quickly sort options, you can utilize the Filters and Group By options. Depending on our priority, the page can be displayed in the Kanban, List, and Activity forms.

There is a plus button, new notes can be created using that plus button. The New icon, which is located in the leftmost area of the page, can be used to create new, similar types of notes. Then click on the Add button.

Odoo 17 To-do

The notes' contents can be effortlessly added here in the designated area. After supplying the '/' sign as indicated by the editing and configuration menu, you will be involved in several editing elements. Up to Microsoft Level levels, you have editing and configuration options at your disposal, which enables you to create drafts with a distinctive style.

Odoo 17 To-do

The Tags option allows you to provide specific tags. If necessary, you can even obtain more than one tag. Navigational options like Links and Buttons can be placed under the contents area. If necessary, you can also include movies and images in the content. The notes can be changed to the Meeting Minutes status and discussed in the meeting minutes.

The stage can remain beneath the notes stage itself if the notes are configured to be notes. The stage can be included under the ToDo option if the notes are a list of tasks that need to be completed.

Odoo 17 To-do

This is where you will find the media option, where you can add articles and photographs. The button creation window will appear when you click the button to add a button, as seen in the screenshot below.

Odoo 17 To-do

A link can be added, if you choose the link option, another pop-up window will appear. You can enter the URL or email address together with the link label on this page. You can designate the link as primary or secondary based on the button type. The available options can also be used to select Style and Size. Lastly, select the Save icon.

Odoo 17 To-do

Using the clock icon, you can schedule the activities and make your selections. The screenshot shows that the choice is available.

Odoo 17 To-do

You will be given the opportunity to schedule the activity when you select the clock icon. After choosing the timetable and activity option, the next page will load for you.

Odoo 17 To-do

You can select the activity type from a drop-down menu on the page where you create scheduled activities. In the designated space, you can also include a summary of the activity. The date and the person to whom the task is given can now be indicated under the due date option. The calendar view of the page will appear if you choose the Meeting activity type, and you can use it to assign their activities.

As seen in the screenshot below, you can also adjust the activity's color by utilizing the three dots that are located next to each step on the main page.

Odoo 17 To-do

Now it's possible to convert a note into a task. The Convert to Task button is now available under the Action button.

Odoo 17 To-do

Clicking the button opens a little popup window where you can select the project. The user can then select the project for which the job is intended. Next to add the note as a task, add the assignee, tag, and click the Convert to Task button.

Odoo 17 To-do

In order to guarantee that external users have access to edit and make changes in accordance with the organization, you can also share such notes with them in the Odoo ERP. These are the main functions offered by Odoo17 ERP Software's To Do Module.

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Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

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Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
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Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

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