Skip to Content

Portal To-Do Workspace Pro | Smart Tasks & Notes from Portal


Available in Version 19, 18, 17, 16

0.00 0.00

Portal To-Do Workspace Pro | Odonity

Smart Tasks, Notes & Deadlines – Directly from Your Portal

Allow customers, partners and internal portal users to create structured To-Do items with titles, assignees, tags, deadlines and descriptions – all managed from a clean, modern portal workspace.

Key Features

  • Create To-Do tasks from portal with title, description and status
  • Assign multiple internal users as task assignees
  • Use project tags to categorize tasks and notes
  • Set deadlines using datetime field
  • Search, filter, sort and group by like other portal documents
  • Portal users see only their own To-Dos with secure access rules

Perfect For

  • Service companies collecting client action items
  • Partners & resellers sending tasks to internal teams
  • Internal teams needing a simple portal-based task inbox

Module Screenshots

Portal Home Tile – My To-Do Workspace
Portal To-Do List with Filters, Search & Group By
Create To-Do Modal – Title, Assignees, Tags & Deadline
To-Do Detail View with Status & Description
Backend View – Manage Portal To-Dos

Installation & Usage

  • Install like a standard Odoo app
  • Ensure Portal and Project (for tags) are installed
  • Open the portal and click on My To-Dos tile
  • Use the Create To-Do button to create new tasks from the portal
  • Manage all portal-created To-Dos from the backend To-Do menu

Support & Customization

Need assistance or customization?

Odonity — Build a Smarter Portal Workspace with Odoo