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How To Use Facebook Leads Connector In Odoo Effectively
Managing tasks in a growing business can quickly become overwhelming. Different teams use different tools, tasks get scattered across emails, and deadlines slip through the cracks. This is where an All-in-One Task Management system becomes a game-changer. It brings everything into a single platform, keeps teams aligned, and gives you complete control over your work.
In Odoo, the All-in-One Task Management app helps businesses stay organized, improve teamwork, and increase productivity. Whether you manage small daily activities or big client projects, this app gives you all the tools you need to plan, track, collaborate, and complete tasks efficiently.
Let's explore how this powerful Odoo application helps you stay organized and how each feature makes task management easier for your entire team.
1. Advanced Task Dashboard – Your Work At a Glance
The app includes a visually rich Advanced Task Dashboard that provides a clear overview of all your projects and tasks. You can instantly see:
• Number of tasks in each ...
... stage
• Pending tasks
• Completed tasks
• Team workload
• Priority levels
The dashboard helps managers and team members understand work progress at a glance, making planning much easier. Instead of jumping between screens, all important information appears in a single view.
2. Task Template – Save Time with Ready-Made Tasks
Creating similar tasks repeatedly is time-consuming. With the Task Template feature, you can create predefined templates and reuse them whenever needed.
For example:
• A content writing task
• A software testing task
• A client onboarding task
Just pick a template, and the system will generate a task with pre-filled details. This helps maintain consistency and saves time.
3. Print Project Task Report – Share Clean, Professional PDFs
The app allows you to Print Project Task Reports directly in PDF format. These reports include:
• Task details
• Assigned users
• Timesheets
• Deadlines
• Status updates
This is especially useful for sharing updates with clients, managers, or auditors. You get a clean and professional report with just one click.
4. Task Checklist – Ensure Nothing Is Missed
Checklists help teams complete work step by step. With the Task Checklist feature, you can create multiple checklists and attach them to any task.
Example:
• "Before Launch Checklist"
• "Onboarding Checklist"
• "Quality Checkpoints"
This ensures important steps are never forgotten, especially for tasks that require accuracy.
5. Task Custom Fields – Customize Tasks Your Way
Every business works differently. With Task Custom Fields, you can easily add new fields such as:
• Priority notes
• Client reference
• Approval status
• Extra instructions
This helps capture all the details your team needs beyond the standard fields.
6. Update Assignees of Task – Manage Assignments Faster
Sometimes, work needs to be reassigned quickly. This app lets you update multiple assignees and multiple tasks at once.
Instead of editing tasks one by one, you can select several tasks and assign them to new users instantly. This saves managers handling large teams significant time.
7. Project and Task Priority – Focus on What Matters Most
Managing priorities is very important during busy schedules. This feature allows you to assign priority levels to tasks and projects. These priorities appear in:
• Task form view
• Kanban view
Teams can immediately see which tasks need urgent attention, helping everyone stay focused.
8. Create Task From Lead – Convert Leads Into Work Instantly
Sales and operations teams often need to create tasks when new leads come in. With Create Task From Lead, you can generate one or multiple tasks directly from a lead.
Example:
• Follow-up call
• Onboarding process
• Service setup
All tasks remain linked to the lead, making tracking easier.
9. Task Timer Logs – Track Actual Working Hours
The Task Timer Logs feature lets users start, pause, and stop timers while working on tasks. Each timer entry gets saved as a timesheet.
This helps:
• Track real-time spent
• Improve billing accuracy
• Measure productivity
It's perfect for service-based companies, agencies, and technical teams.
10. Task Deadline Reminder – Never Miss a Deadline
Deadlines are easy to forget, especially when juggling multiple tasks. The Task Deadline Reminder feature sends automatic reminders before the due date.
You can configure:
• First reminder
• Second reminder
This ensures tasks are completed on time and reduces delays.
11. Automatically Assign User on Task – Smart Automation
With this feature, tasks are automatically assigned when moved to a particular stage.
Example:
• Move to "Review" → Assigned to Quality Team
• Move to "Deployment" → Assigned to DevOps
This removes manual work and keeps workflows smooth.
12. Task Unique Number – Easy Tracking for Every Task
Every new task and project gets a unique number. This makes tracking and communication easier.
Instead of saying, "Check the homepage redesign task," you can simply say:
"Check Task #PJT-004 or TS-129."
This is helpful for documentation, reporting, and client communication.
13. Send Task by Email – Quick Sharing with Attachments
You can send task details directly by email, along with attachments. The assigned user gets a complete summary of the work they need to do.
No need to write emails manually.
No confusion.
No missed information.
14. Sub-Tasks Closing Alert – Prevent Mistakes
When someone tries to close a task that still has open sub-tasks, the system shows an alert. This prevents incomplete work from being marked as finished.
Teams stay accountable, and quality improves.
15. Task Quick Edit – Edit from Kanban Without Opening the Task
With Task Quick Edit, you can change important details like:
• Assignee
• Deadline
• Status
• Tags
• Priority
…directly from the Kanban view.
This makes task updates super fast and user-friendly.
16. Perform Bulk Updates on Tasks – Save Hours of Work
When managing multiple tasks, bulk actions are important. The app allows bulk updates, such as:
• Change assignee
• Update due dates
• Modify tags
• Change task status
This feature alone can save hours of work every week.
17. Create Meeting from Task – Connect Tasks with Calendar
You can create meetings directly from a task. The meeting stays linked to the task, making it easy for team members to follow up and coordinate schedules.
18. Task Overdue Days – See How Late a Task Is
If a task is completed after its deadline, the system shows how many days it was overdue.
This is useful for performance tracking and for planning improvement.
19. Task Overdue Reminder – Follow-Up for Delayed Tasks
If a task remains incomplete after the due date, the system automatically sends overdue reminders. This helps teams stay accountable and avoid long delays.
20. Task Timesheet Reminder – Daily Reminder for Pending Work
Users get daily email reminders if they have pending work on assigned tasks. This keeps everyone on track and ensures no task stays forgotten.
Conclusion
All-in-One Task Management in Odoo is not just a tool; it's a complete productivity booster. With features like dashboards, checklists, reminders, timers, templates, custom fields, and automation, it brings structure, clarity, and speed to your daily work.
Whether you're managing projects, client work, internal tasks, or team activities, this Odoo application helps you stay organized, reduce stress, and complete your tasks with confidence.
Mayur Maheshwari is the founder of Devintelle Consulting Solutions, a trusted name in Odoo development. With over 12 years of hands-on experience, he has helped businesses of all sizes implement and customize Odoo ERP to match their specific needs. His deep knowledge of business processes and technical expertise make him a go-to expert for reliable and scalable Odoo solutions.
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