Description
Odoo Task Notification Reminder is an Odoo module that sends daily task deadline reminders to project users. It helps teams prioritize work and stay informed about the tasks in hand.
Users create a reminder from Project > Notification Setting > Notifications. They add a name, set the days before the deadline, and pick the projects and tasks to watch.
From the chosen day, OdooBot posts a reminder on the task each day until the deadline. The message names the task, its stage, the assigned user, and the due date.
Reminders appear in the Odoo backend by default. Tick Enable Mail Notification on a setting, and Odoo also sends the same reminder as an email.
A reminder can cover a whole project or only specific tasks in a project. Project Managers can also filter reminders by the role they hold on each task.
This module depends on Odoo Project Advance Team Management, so you need to buy and install that module as well.
Highlighted Features of Odoo Task Notification Reminder
Daily Deadline Reminders
Get a reminder every day, starting the number of days you set ahead of the task due date.
Email Notifications
Enable Mail Notification to receive each task reminder in your mailbox as well.
Project or Task Scope
Point a reminder at whole projects, at selected tasks, or at both in one setting.
Role-Based Filters
Receive reminders only for tasks where you are Project Manager, follower, assignee, or team member.
Why Do We Need Odoo Task Notification Reminder?
Odoo Project stores a deadline on each task, but it does not remind anyone as that date gets close. Users have to open their task lists and check the dates themselves.
When people handle many tasks at once, a deadline is easy to forget. Missed dates delay projects and hurt the work schedule of the whole team.
This module sends a daily reminder before each deadline, in Odoo and by email. Users can then plan the day around the tasks that are due first.
Each reminder reads like this: Task User interface improvements, on In Progress stage, assigned to Mitchell Admin, is due on the given date. Kindly, request you to take a follow up.
Also, if you want to send email reminders for other records in Odoo, you can check our extension Odoo Reminder Mail.
Task Reminder Use Cases for Odoo Project Teams
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Busy Team Members
Staff working on many tasks at once get a daily nudge for the ones due soon.
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Project Managers Tracking Delivery
Managers follow deadlines across their projects without opening every task.
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Key Client Tasks
Pick only the critical tasks of a project so the reminders stay focused.
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Users Away from Odoo
Email reminders reach users who do not keep the Odoo backend open all day.
Task Deadline Reminder Settings
Task Deadline Reminder Settings decide when a reminder starts and where it goes. Each setting has its own name, and users can switch it off at any time.
- Open Project > Notification Setting > Notifications and click New.
- Add a Name for the reminder, such as Task Deadline Reminder.
- Keep the Active checkbox ticked to run the reminder.
- Under Notify, keep Before and enter the number of days to start reminders early.
- Tick Enable Mail Notification to also get each reminder by email.
Set Reminders for Projects and Tasks
A reminder setting can watch entire projects or only chosen tasks. Users can add several projects and tasks to one setting.
To start and stop work on those tasks from Odoo, you can also check Odoo Project Task Start Stop.
- Add one or more projects in the Projects field.
- Add specific tasks in the Task field, from any of those projects.
- Use a project-level reminder to cover every task in a project.
- Use a task-level reminder to focus on critical work only.
Filter Task Notifications by Project Role
Users designated as Project Managers can filter the reminders of a setting by their role on each task. The form calls this option Send Notification in which I am.
- Tick Project Manager for tasks in projects you manage.
- Tick Task Followers for tasks you follow.
- Tick Assigned To for tasks assigned to you.
- Tick Team Members for tasks where you are part of the team.
Deadline Reminders in the Task Chatter
OdooBot posts each daily reminder in the chatter of the task. Users see it right where they work on the task.
- Reminders start on the day set in the reminder setting.
- The message shows the task name and its current stage.
- It names the user who holds the task.
- It shows the task due date and asks for a follow up.
Email Reminders for Task Deadlines
With Enable Mail Notification ticked, Odoo also sends the task deadline reminder as an email. The task chatter logs the sent email too.
- The email subject reads Task Deadline Notice.
- The body carries the task name, stage, assignee, and due date.
- Email reminders go out daily, like the Odoo reminders.
- Untick the option to keep reminders inside Odoo only.
Manage All Notification Reminders
The Notification Setting list shows every task notification reminder in one place. Users can open any row to review or change the setting.
Teams that also log daily work against tasks can pair this list with Odoo Employee Daily Work Report.
- See the Name of each reminder setting.
- Check the Notification Setting For column, set to Task Deadline.
- Count the Projects and Task records each setting covers.
- See who created the reminder in the Created By column.
Complete Odoo Task Notification Reminder Feature List
Deadline Reminders
- Send daily task deadline reminders in the Odoo backend
- Set how many days ahead of the due date the reminders begin
- Post each reminder in the task chatter through OdooBot
- Show the task name, stage, assignee, and due date in every reminder
Email Notifications
- Send the same reminder by email with Enable Mail Notification
- Use the Task Deadline Notice subject for reminder emails
- Log each sent reminder email on the task chatter
Reminder Scope & Role Filters
- Set reminders for whole projects, selected tasks, or both
- Filter reminders by Project Manager, Task Followers, Assigned To, and Team Members
- Let users designated as Project Managers apply the role filters
Reminder Management
- Create reminder settings from Project > Notification Setting > Notifications
- Name each setting and turn it on or off with the Active checkbox
- List all settings with Name, Notification Setting For, Projects, Task, and Created By
- Requires Odoo Project Advance Team Management to work
Odoo Task Notifications Reminder Support -
For any query or issue please create a support ticket here http://webkul.uvdesk.com
You may also check our other top-quality Odoo Extensions.