Task creation¶
Tasks in Odoo Project can be created manually or automatically, including from emails or website forms.
Manual task creation¶
Open the Project app and choose the desired project. Create a new task by doing one of the following:
Clicking the (plus) button in the upper left corner. This creates a new task in the first stage of your Kanban view.
Pressing the (plus) button next to the Kanban stage name. This creates a new task in this Kanban stage.
Fill in the Task Title and add one or more Assignees, then click Add.
Task configuration¶
Click the task to open it. The task form includes the following fields that you can fill in:
Task Title: title of the task.
(Star): click the (star) icon to mark the task as high priority. The icon will turn yellow. Click it again to remove the high priority.
Project: the project that this task belongs to.
Assignees: the person(s) in charge of handling the work on this task.
Tags: custom labels allowing to categorize and filter your tasks.
Customer: the person or company that will be billed for this task. This field only appears in tasks that belong to billable projects.
판매주문서 항목: 이 작업이 생성된 판매주문서이거나 작업에 수동으로 연결된 판매주문서가 될 수 있습니다. 이 항목은 청구서를 발행하는 프로젝트에 연결되어 있는 작업에서만 나타납니다.
Allocated Time: the amount of time that the work on this task is expected to last, tracked by timesheets.
마감일: 작업의 예상 종료일입니다. 이 항목을 입력하면 시작일을 추가하여 작업에 소요되는 전체 기간을 지정할 수도 있습니다.
팁
You can also create new tasks by switching to the list or Gantt view and clicking New.
다음 필드 역시 각각의 작업을 열지 않고도 칸반 보기에서 직접 편집할 수 있습니다. :icon:`fa-star-o`(**우선순위**), :guilabel:`배정된 시간`, 담당자 및 작업 상태. (세로 줄임표)를 클릭하면 작업에 색상 코드 를 지정하거나 표지 이미지 설정 지정을 할 수도 있습니다.
You can use the following keyboard shortcuts in the task title to configure new tasks (modify the values in the examples below according to your needs):
30h: to allocate 30 hours to the task.
#tags: to add tags to the task.
@user: to assign the task to a user.
!: to star the task as high priority.
Along with using the correct format, follow this order: the task’s name, followed by the allocated time, the tags, the assignee, and then the priority.
예를 들어, “워크샵 준비” 라는 제목으로 작업을 만들 경우, 5시간을 할당하고 “학교” 태그를 추가한 후, 수정 씨에게 할당하고, 우선순위를 높음 으로 설정하며 작업 제목을 워크숍 준비 5시간 #학교 @김수정 ! 으로 입력합니다.
Creating tasks from an email alias¶
This feature allows for project tasks to be automatically created once an email is delivered to a designated email address.
To configure it, open the Project app, then click the (vertical ellipsis) icon next to the desired project’s name. Select Settings, then open the Settings tab.
Fill in the Create tasks by sending an email to field as follows:
Section of the alias before the @ symbol: type the name of the email alias, e.g.
contact,help,jobs.도메인: 대부분의 경우 기본값으로 본인의 도메인 이 입력됩니다.
Accept Emails From: refine the senders whose emails will create tasks in the project.
Once configured, the email alias can be seen under the name of your project on the Kanban dashboard.
When an email is sent to the alias, the email is automatically converted into a project task. The following rules apply:
The email sender is displayed in the Customer field.
The email subject is displayed in the Task Title field.
The email body is displayed in the Description field.
The whole content of the email is additionally displayed in the chatter.
All the recipients of the email (To/Cc/Bcc) that are Odoo users are automatically added as followers of the task.
Creating tasks from a website form¶
If you have the Website app installed in your database, you can configure any form on your website to trigger the creation of tasks in a project.
Go to the website page where you wish to add the the form and add the Form building block.
In the website editor, edit the following fields:
Action: select Create a Task.
Project: choose the project that you want the new tasks to be created in.
When the form is submitted, it automatically creates a project task. The task’s content is defined by the form’s corresponding fields.