To-do¶

To-do assists you in organizing and managing personal tasks.

Creating to-dos¶

To create a to-do, click New or the plus button (➕) next to a stage name. Add a title to your to-do, then click Add to save it or Edit to access more options.

If you choose to Edit a to-do, you have the option to add Tags, Assignees, or more information using the Odoo Editor.

Tip

You can create a new to-do on the fly from anywhere in Odoo by opening the command palette tool with the keyboard shortcut ´ctrl+k´ and clicking Add a To-Do, or by clicking the clock button and then Add a To-Do.

Converting to-dos into project tasks¶

If you use the Project app, you can convert to-dos into project tasks. To do so, open a to-do and click the gear button (⚙), then Convert to Task.

Next, select the Project, Assignees, and Tags, then click Convert to Task. The to-do is now a project task and appears in the selected project.

Managing the to-do pipeline¶

Your assigned to-dos are displayed on the app dashboard. You can drag and drop a to-do to move it from one stage to another.

Scheduling activities¶

To schedule an activity on a to-do, click the clock button on the app dashboard, then the + Schedule an activity button.

To create the activity:

• Select an Activity Type.

• Select a Due date.

• Choose who the activity should be Assigned to.

• Add a brief Summary if needed. You can add a more elaborate description in the Log a note box.

Click Schedule to complete the action.

Viewing to-dos in the Project app¶

If you use the Project app, your to-dos also appear as private tasks under the My Tasks view.