To-Do Module in Odoo 18

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.

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

Step 1: Access To-Do Module

Navigation

1. From Odoo 18 dashboard, locate To-Do module
2. Click to open
3. View default "Inbox" stage

Step 2: Create Quick To-Do

Fast Capture

Step 3: Manage To-Do with Quick Actions

Icon Actions

Step 4: Add Details to To-Do

Expanding To-Do Information

1. Click To-Do: Open detail view
2. 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
3. Save: Click Save

Step 5: Convert To-Do to Project Task

When to Convert

Conversion Process

1. Open To-Do
2. Click Actions → Convert to Task
3. In popup:
   • Project: Select from dropdown
   • Assignee: Auto-filled, adjust if needed
   • Tags: Carry over from To-Do, add project-specific tags
4. Click Convert to Task

Step 6: Configure Converted Task

Task Detail Fields

Timesheets Tab

1. Navigate to Timesheets tab
2. Click Add a Line
3. 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

1. Navigate to Sub-tasks tab
2. Click Add a Line
3. Enter:
   • Title: Sub-task name
   • Assignee: Responsible person (can differ from main task)
4. Repeat for each sub-task

Step 7: Share Task

Task Sharing

1. From task view, click Actions
2. Select Share Task
3. In popup:
   • Copy Link: Get shareable URL for task
   • Recipients: Select users to email
   • Note: Add message context (appears in email)
4. Click Send

Best Practices

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.