Skip to Content
Menu
This question has been flagged
1 Reply
1615 Views

Hello, 

Is there anyway to add or link an odoo v16 spreadsheet into a task. I have tried to share the spreasheet and add the URL into the task but when i cannot open it.

Avatar
Discard
Best Answer

Hi Ronis,

yes it's possible.

  1. To be more organized, activate the "Document Workspace" for that project
  2. Go to Document App
  3. Under Configurations > Actions, create a new action for the workspace "Projects" so that it can be visible in all projects, too
    1. Conditions > related workspace: "Projects"
    2. Actions

  4. create your spreadsheet either under "Projects" or to be more organized specifically under the workspace related to the project of that specific task.
  5. Then click on the "Action" on right pane

  6. Then you will have access to the spreadsheet from the Task.

I hope I could help you.

Best Regards,

Hamid - bitigloo GmbH

Avatar
Discard

besides, you can also directly click on the Smart button on the task and create your spreadsheet from there.

Related Posts Replies Views Activity
1
Jun 23
3250
1
Nov 22
3489
2
Jun 20
3727
2
Jul 18
7250
4
Jul 18
8075