To-Do Module in Odoo 18
By Braincuber Team
Published on December 26, 2025
Professionals juggling tasks across sticky notes, email flags, notebook pages, and mental memory create productivity chaos: critical client follow-ups forgotten because Post-it fell behind desk, urgent tasks buried in 147 unread emails, team members duplicating work because nobody knows who's handling what, and priorities shifting hourly with no central system to track what actually needs doing today versus next week.
Odoo 18's To-Do Module centralizes task management with quick-capture notes that convert to full project tasks, priority flagging for urgent items, deadline tracking, assignee management, and seamless integration with Projects, Timesheets, and Sales Orders. Create personal reminders or team assignments, schedule activities with calendar integration, share tasks via email, and track time spent—all in one lightweight interface that eliminates task tracking chaos.
To-Do Module Features:
- Quick task capture (+ button or keyboard shortcut)
- Priority starring for urgent tasks
- Activity scheduling with calendar integration
- Convert notes to full project tasks
- Assignee management (self or team)
- Deadline & time allocation tracking
- Sub-task breakdown
- Timesheet integration
- Task sharing via email/link
- Tag-based organization
Understanding To-Do vs Project Tasks
While both manage work, To-Dos are for quick capture and personal organization, while Project tasks are for structured team collaboration.
Key Differences
| Aspect | To-Do | Project Task |
|---|---|---|
| Purpose | Quick capture, personal reminders | Structured team work, deliverables |
| Creation | 1-click, minimal fields | Full form, project required |
| Visibility | Personal (unless shared) | Team-wide, project members |
| Timesheets | After conversion to task | Native timesheet support |
| Use Case | "Call client John", "Review proposal" | "Develop login module", "Design homepage" |
Step 1: Access To-Do Module
Navigation
- From Odoo 18 dashboard, locate To-Do module
- Click to open
- View default "Inbox" stage
Step 2: Create Quick To-Do
Fast Capture
Two Creation Methods:
Method 1: Plus Button
- Click + button (top-right)
- Enter To-Do title in popup
- Click
Add
Method 2: New Button
- Click
Newbutton - Enter title in popup
- Click
Add
Result: To-Do appears in Inbox with minimal details—expand later as needed.
Step 3: Manage To-Do with Quick Actions
Icon Actions
Star Icon
Purpose: Mark as high priority
Starred tasks appear at top of list, highlighted for urgent attention
Clock Icon
Purpose: Schedule activity
Set reminder, calendar event, or due date—integrates with Calendar module
Checkmark Icon
Purpose: Mark as done
Completes task, moves to "Done" stage, archives from active list
Step 4: Add Details to To-Do
Expanding To-Do Information
- Click To-Do: Open detail view
- Configure Fields:
- Priority (Star): Click to toggle high priority
- Assignees: Auto-filled with creator, add team members if collaborative
- Tags: Add labels (e.g., "Urgent", "Client Work", "Research")
- Note: Add detailed description, instructions, or context
- Save: Click
Save
Step 5: Convert To-Do to Project Task
When to Convert
Convert when Task Needs:
- Project association (links to deliverable)
- Time tracking (log hours worked)
- Sub-tasks (break into smaller steps)
- Milestones (tied to sales orders/deadlines)
- Team collaboration (multiple assignees with defined roles)
Conversion Process
- Open To-Do
- Click
Actions→Convert to Task - In popup:
- Project: Select from dropdown
- Assignee: Auto-filled, adjust if needed
- Tags: Carry over from To-Do, add project-specific tags
- Click
Convert to Task
Step 6: Configure Converted Task
Task Detail Fields
Priority Star:
Shows if task is high priority (carries from To-Do)
Project:
Selected during conversion
Assignees:
Team members responsible
Tags:
Organizational labels
Milestone:
Link to Sales Order—auto-delivers when milestone reached
Deadline:
Due date for completion
Allocated Time:
Estimated hours to complete
Timesheets Tab
- Navigate to Timesheets tab
- Click
Add a Line - Fill fields:
- Employee: Who worked on task
- Date: When work performed
- Description: What was accomplished
- Time Spent: Hours logged (e.g., 2.5)
Sub-tasks Tab
- Navigate to Sub-tasks tab
- Click
Add a Line - Enter:
- Title: Sub-task name
- Assignee: Responsible person (can differ from main task)
- Repeat for each sub-task
Result: Large task broken into manageable pieces with individual ownership.
Step 7: Share Task
Task Sharing
- From task view, click
Actions - Select
Share Task - In popup:
- Copy Link: Get shareable URL for task
- Recipients: Select users to email
- Note: Add message context (appears in email)
- Click
Send
Note: Shared emails appear in left-side chatter for task communication history.
Best Practices
Capture Everything Immediately
Use To-Do for instant brain dump—any thought of "I should..." becomes a To-Do. Sort later, capture now prevents forgetting.
Use Tags for Context Switching
Create tags like "@Office", "@Home", "@Calls", "@Waiting". Filter by tag when in specific contexts to batch similar tasks.
Weekly Review Rituals
Every Friday: Review Inbox, star next week's priorities, convert actionable To-Dos to tasks, archive completed items.
Convert When Timesheet Needed
If task will take >1 hour and needs time tracking, convert to project task immediately—enables accurate billing and capacity planning.
Frequently Asked Questions
Conclusion
Odoo 18's To-Do Module eliminates task tracking fragmentation by providing a lightweight capture system that grows with complexity. Quick-add any thought as a To-Do for later processing, star urgent items for immediate visibility, schedule activities with calendar integration, and seamlessly promote personal notes to collaborative project tasks when work requires team coordination or time tracking.
Whether managing personal reminders, capturing meeting action items, or organizing daily work before converting to formal projects, To-Do serves as the universal inbox for all work that needs doing. Tag-based organization enables context-based filtering, while one-click conversion to project tasks maintains continuity when simple notes evolve into complex deliverables requiring milestones, sub-tasks, and timesheet integration—keeping all work centralized in Odoo's ecosystem.
Need Help Optimizing Team Productivity?
Our productivity experts can help you design task management workflows, configure tags and stages, integrate with Projects and Timesheets, train teams on capture habits, implement GTD methodologies, and build complete productivity systems that eliminate task chaos.
