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Project and Task Notes

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Required Apps • Project (project)
• Discuss (mail)
Technical Name project_task_notes
License OPL-1
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Technical Name project_task_notes
License OPL-1

Introduction:

The Project and Task Notes module by Probuse Consulting Service Pvt. Ltd. enhances the Odoo Project module by allowing users to create and manage notes for individual projects and tasks. This functionality is particularly useful for internal documentation, team communication, and tracking project progress.

Key Features:

  • Project Notes: Create and manage notes at the project level, providing an overview of project-related information and discussions.

  • Task Notes: Add notes to individual tasks to document specific details, updates, or instructions.

  • Smart Buttons: Access notes directly from the project or task form view using smart buttons for quick navigation.

  • PDF Reports: Generate printable PDF reports for both project and task notes, facilitating easy sharing and record-keeping.

  • Tagging System: Organize notes using tags to categorize and filter information effectively.

  • User Access Control: Configure user permissions to control access to notes based on roles and responsibilities.

Benefits:

  • Improved Documentation: Centralize project and task-related information in a structured format, enhancing clarity and accessibility.

  • Enhanced Collaboration: Facilitate better communication among team members by providing a platform for sharing updates and insights.

  • Efficient Reporting: Generate comprehensive reports that summarize notes, aiding in project reviews and audits.

  • Streamlined Workflow: Integrate note-taking seamlessly into the project management process, reducing the need for external tools.

  • Customizable Access: Tailor access to notes based on user roles, ensuring that sensitive information is appropriately protected.

Compatibility & Technical Details:

  • Technical Name: project_task_notes

  • License: Odoo Proprietary License v1.0

  • Required Modules: Project (project), Discuss (mail), Employees (hr)

  • Installation: Upload the module to the Odoo addons directory and update the module list to install.

Project and Task Notes

Project Notes in Odoo

Task Notes in Odoo

This module allows project team to keep notes for projects and tasks.

Main Features:

  • This module allows your project user and project managers to create the project notes and task notes.
  • Notes the smart button on project form and task form.
  • You can print pdf the project note and task note report.
  • For more details please check below screenshot and video.

Menus:

  • Project
    • Notes
      • Project Notes
      • Task Notes

Edition Compatibility:


Enterprise Odoo.sh Community

Create Generic Tags

Create tags which is use to add in notes

Add Project Notes

Tasks Notes - Kanban

Task Notes

Display Project Notes On Project

Display Task Notes On Task

PDF Report -Projct Notes

PDF Report -Projct Notes

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: [email protected]
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training 

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.