Reminders - Project Management
Avoid missing project deadlines.
This module developed by Blue Stingray allows you to set personal reminders for specific projects/tasks. This is great to handle daily, weekly, or timed reminders for tasks in the system so you do not miss deadlines.
Live Demo Access
Access a live demo instance with this module installed.
Blue Stingray provides a live demo environment for many of our modules so that you can see the module installed into a sample instance, test out the features, and determine if it will work for your needs before purchasing. Click the button below and login with the username demo and the password demo.
Technical and Functional Support
Free bug fixes and email support for 30 days after purchase.
Blue Stingray will do whatever we can to help you successfully implement and utilize our modules to improve your systems. This include 30 days of free bug fixes and email support after the purchase of any of our modules. Reach out to us directly through the contact form or by emailing us at email@example.com.
Installation and Configuration
1. Copy the files to your addons folder.
This step depends on exactly how your installation is configured, but you will want to place the blue_reminders_project module that is provided on download into an addons folder on your server. If you are not sure about what folders are considered addons folders then you can look at your odoo configuration file.
You can place these files on your server multiple different ways. We recommend either SCP/SSH or FTP.
2. Restart your Odoo instance.
Whenever installing new applications, you will need to restart your Odoo instance. We highly recommend that you do not do this during your standard hours of operations, and in a production environment. There is always a chance that modules can conflict, and you do not want to take down your system for any amount of time like this.
Use the standard method that you would normally use to restart your Odoo instance. There are multiple different methods for this depending on your setup but we typically see something like the following:
# Using a service script on Linux
sudo service odoo-server restart
# Using Docker and Docker-Compose
3. Install The Module.
Once you have restarted your instance, you can navigate to the Apps screen within your Odoo instance and install the Reminders module. This will open up all of the feature for you to access.
That's it! Start using the new features!
Contact Blue Stingray
Reach out for Odoo implementation services.
Blue Stingray helps you improve your processes and your business with better software systems. We offer Odoo implementation services on Community and Enterprise for the full implementation life cycle of an ERP system. This include services such as system installation/configuration (on-site or cloud hosted), system maintenance, business analysis/requirements gathering, custom module development, support/training, data migration, and system cutover.
The module is installed through Odoo's App interface. It will automatically install Odoo dependencies not already installed, including Blue Stingray's Reminders app.
To use Project Reminders, your instance of Odoo must be able to send email. Create a system property with a key of 'email.reminder.from' with a value of who you want your reminder emails to appear from. You must have permissions on the email server to send as this user.
After installation, all users have access to the Reminders application. If this is not what you want, you should restrict access in the security settings. The objects involved are blue.reminder, blue.reminder.day, and blue.reminder.trigger.
Once the Reminders application is installed, you will see a reminders button in the main application window. Clicking this will bring up the Reminders list. With Project Reminders installed, though, you can access the Reminders from a tab when looking at an individual task. A reminder created under a task will also be visiable from the main reminders button in the main application window.
A reminder can belong to one or more tasks, or no task at all. This means that to delete a reminder, it must be done from the Reminders application. Deleting a reminder from a task only removes the link between the task and reminder.
From the Reminders documentation
Currently, the only type of reminder implemented is using email.
You can set the subject and the header. Adding users is done on the users tab. You user creating the reminder is added by default.
- There are three type of Reminders:
- Reminder is sent only once. This is the default.
- Repeat forever. Change the Repeats to Daily, Weekly, or Monthly. Then choose a start date with no end date.
- Repeat until an end date. Same as repeat forever, but provide an End Date.
The Triggers tab lists the reminders that have been sent.