Creating tasks from an email alias - Define stage of the Odoo Board

Question

Hi all,

I follow the documentation to allow people to create new tasks via mail. (Unfortunately I can't share the link to the documentation here because I have not enough karma points, but I assume you know what I'm talking about.)
It works great beside one small issue. The tasks always end up in the first stage but I would like to separate the tasks created by mail from the tasks created directly in Odoo. Is there a way to define in which "stage" of the board a new task created by mail should

Cybrosys Techno Solutions Pvt.Ltd · Answer

Hi,

Please refer to the blog  https://www.cybrosys.com/blog/how-to-create-tasks-in-a-project-upon-an-incoming-email-in-odoo-18 [1]

Hope it helps you

[1] https://www.cybrosys.com/blog/how-to-create-tasks-in-a-project-upon-an-incoming-email-in-odoo-18

Eva@Ybo Services · Answer

In standard, odoo will always create a task in the first stage, as it considers that you go from stage to stage as you are evolving through your project. There does not seem to be a good idea to have manually created task not following the per mail created task.
Nevertheless, you have the possibility to add a tags to any task you create. This way, you may just add a tag to all the manually created task and have an automation (odoo studio) to add another tag for the tasks created by email.
Good L

Post correlati	Risposte	Visualizzazioni
How to make the task repeat in the settings but it’s not in the calendar task	0 apr 24	1276
Odoo-serverfault when mark task as ready task	0 gen 23	1686
How to create task with Assigned to via incoming email ? task	0 mar 15	3896
Tasks in custom module task	2 mar 15	7189
Uncaught Error in project task page search bar task	1 mar 15	5770

La domanda è stata contrassegnata

Ti stai godendo la conversazione? Non leggere soltanto, partecipa anche tu!