In Odoo 18, the "My Task" feature, accessible from the main dashboard, simplifies the management and organization of tasks. The interface displays various preconfigured tasks and offers multiple filtering and grouping options to help streamline task tracking.
The page allows users to access filters such as My Task, Private Task, Followed Task, Unassigned Tasks, Followed, Favorite Project, Starred Tasks, Blocked, Blocking, Last Stage Update, Deadline, Open Task, Closed Tasks, Closed On, Archived, and more. These filters enable a focused task view, tailored to individual or team needs.
Additionally, the "Group By" option provides further customization, allowing tasks to be grouped by Stage, Assignee, Project, Milestone, Customer, Deadline, and other criteria. Users can also save their searches or add views to their dashboard for quick access in the future.
Tasks can be viewed in different formats, including Kanban, List, Calendar, Pivot, and Graph views, enhancing flexibility depending on the user’s preferences. To create a new task, users can simply click the "New" button, leading to a task creation page where they can input essential details such as task name, project details, assignee, deadline, and relevant tags.
Once the task is saved, it will appear in the task list under relevant stages like Today, This Week, or This Month.
When you open a task in Odoo 18, the task details window offers a streamlined interface where users can not only view the core details of the task but also quickly check and update its status.
At the top of the task window, a clear Task Status label is prominently displayed. This indicator shows whether the task is New, In Progress, Done, or Cancelled. The status is visually represented, making it easy to identify the task’s current state at a glance. Users can easily change the status of the task without leaving the details window. The status can be updated directly by selecting the status from a dropdown menu or clickable buttons that represent different task phases (e.g., To Do, In Progress, Blocked, or Done).
In the "All Tasks" menu, all tasks assigned to any user are displayed, and new tasks can be added by clicking the "New" button.
This flexible and user-friendly task management system helps individuals and teams stay on top of their projects efficiently in Odoo 18.