$ 62.63
| Required Apps |
•
Calendar (calendar)
• Project (project) • Discuss (mail) |
| Technical Name |
foss_mom
|
| License | OPL-1 |
| Technical Name |
foss_mom
|
| License | OPL-1 |
Introduction
This module simplifies meeting management by enabling professional log keeping of meeting minutes directly within Odoo. Users can generate polished PDF versions of minutes, send them to attendees via email, and assign tasks seamlessly—all from the meeting interface. It enhances meeting documentation, streamlines follow-up actions, and embeds efficient task planning for streamlined team coordination.
Key Features
Generate polished PDF minutes of meeting (MOM) with one click in Odoo.
Email meeting minutes in PDF format directly to attendees.
Allocate multiple tasks to multiple participants seamlessly from the meeting screen.
Monitor task progress in real time without navigating away.
Integrate minutes capture and task assignment within meeting workflows.
Benefits
Saves time with instant PDF MOM generation and distribution.
Improves accountability by linking tasks directly to meetings.
Enhances team collaboration through shared meeting documentation.
Boosts productivity with action items assigned and tracked immediately.
Promotes transparent follow-ups by embedding task visibility in meetings.
Compatibility & Technical Details
Required modules: Calendar, Project, Discuss.
Technical name: foss_mom.
License: Proprietary license (OPL-1).
Installation steps:
Add the module to your custom modules folder.
Restart the Odoo server.
Activate developer mode within Odoo.
Update the apps list and install the module.
Use the integrated buttons in the meeting view to generate PDF, assign tasks, and email minutes.
Minutes Of Meeting & Task Allocation
Using this application, You can add your Minutes Of meeting , You can take a PDF copy and can also send it through mail. It has a provision to allocate tasks for a respective project to multiple users.
Highlights
📄 Easy PDF Generation
Instantly print a professional PDF copy of the Minutes of Meeting (MOM) for documentation and sharing.
📧 Seamless Email Integration
Email the MOM in PDF format directly to all meeting attendees with just a click—no need for manual attachments.
✅ Bulk Task Allocation
Assign multiple tasks to multiple users in a single action, saving time and improving efficiency.
📊 Real-Time Task Tracking
Monitor task progress directly within the meeting screen—no need to switch to the 'All Tasks' menu.
- Go to 'Calendar' Menu → Click on 'Meetings' Menu and create a meeting.
- Tag the attendees, give the start and end date of the Meeting, enter the description of the meeting, and select the 'Project'.
- On creation of an event, Odoo by default sends an invitation email to the attendees through which they can accept or decline the invitation.
Scroll down to find the newly available fields, 'Description' & 'Action Items'.
- Scroll Down to find the 'task allocation' line item.
- You can view the status of the task in the same tab rather than switching to tasks Menu.
- Once you are done assigning the tasks, Click on Create/Update tasks.
You can print the MOM in PFD Format, by clicking on the button 'Print MOM'
- You can also Email the MOM (In PFD Format) to the respective attendees.
- To do that, Click on 'Email MOM' button, A wizard pops-up On which it displays the name of the attendees where you can tag additional contacts if required.
- Click on 'Send' to send the MOM.
Why Choose This Module?
- Generate and print professional Minutes of Meeting (MOM) in PDF format with just a click—no manual formatting needed.
- Instantly email the MOM to all attendees in PDF format, ensuring everyone is informed and aligned.
- Assign multiple tasks to multiple users in one go, boosting efficiency and reducing administrative workload.
- View and monitor task status directly from the meeting screen—eliminating the need to switch to other menus.
- Keep your team connected with clearly defined action items and responsibilities visible to all stakeholders.
- With real-time updates and clear task ownership, teams stay focused, responsible, and on track to deliver results.
Advantages
- Automated Documentation :Automatically generate a professional PDF of the MOM, reducing manual effort.
- Quick Communication :Built-in email functionality ensures MOMs are instantly shared with attendees.
- Efficient Task Assignment :Assign multiple tasks to multiple users with a single action, minimizing delays.
- Centralized Monitoring :Track task updates from within the meeting screen without navigating away.
- User-Friendly Workflow :Intuitive design makes it easy for users to manage meetings and follow-ups without technical hassle.
- Instant MOM PDF Generation :Print a professional copy of the Minutes of Meeting in PDF format for easy documentation.
- One-Click Email Sharing :Send the MOM in PDF format directly to all attendees with a single click.
Benefits
- Saves Time and Resources :Reduces time spent on manual task allocation and MOM distribution.
- Improves Accountability :Assigned tasks are visible and trackable, helping team members stay responsible.
- Enhances Team Collaboration :Everyone is aligned with the same meeting notes and assigned action items.
- Increases Productivity :Streamlined task assignment and tracking lead to faster execution of meeting outcomes.
- Promotes Transparency :Easy access to MOMs and task status fosters open communication across teams.
- Bulk Task Assignment Made Easy :Allocate multiple tasks to multiple users efficiently in just one action.
- Integrated Task Status Tracking :Monitor the progress of tasks directly within the meeting screen without switching menus
Configuration
- Make sure your outgoing mail server is configured.
Yes, the app works perfectly well with Odoo Enterprise as well as Odoo Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.
You can contact us to request a customization in the app or you can write to us at [email protected]
Yes, You will get 4 hours Of Free Support, You can write your queries to [email protected]
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.