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Automatically add deadline to tasks added to Odoo Projects via mail

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1 Odgovori
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Björn

Hi all,

I use the feature of Odoo Projects to send tasks via e-Mail. All tasks created via Email ends up in the "Inbox" column of my project.

Now I want to make sure that tasks are not to long laying around in "Inbox", latest after three days it should be processed and added to a fitting next stage. Therefore I wonder if there is a way to set for all task created (via mail) in the Inbox column automatically a due date "+3 days after creation".

Is something like this possible?


Thanks a lot!

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J.A. Daniel Göppner
Best Answer

HI Björn

Without specific custom dev you can do the following:

Create an Automated Action to Set Due Date
  1. Go to Settings > Technical > Automation > Automated Actions.
  2. Click Create to set up a new automated action with the following configuration:
    • Model: Project Task
    • Trigger: On Creation
    • Filter: Add a filter to apply the action only to tasks in the "Inbox" stage:
      • Field: Stage
      • Condition: = (equal)
      • Value: Select the "Inbox" stage (or use its ID if you need to specify it directly).
  3. Action to Do: Choose Update the record.
  4. In the Update Values section, set the Deadline field:
    • In the "Deadline" (or "Date Deadline") field, add the following code to set the due date 3 days after creation:
    • record.date_deadline = record.create_date + timedelta(days=3)
      

To make it consistent, I propose to add a specific stage, and then adapt the alias setting (in technical -> alias), and add stage besides the team


Hope this helps you

Daniel

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