Task Auto Numbering and Search v.13

The tool to quickly access and simply reference tasks by automatic numbers

48€ 43€

The price is valid till December, 15 (according to the promo campaign November-December 2024).
The tool does not require extra dependencies beside standard Odoo apps.
Current version: 13.0.1.0.3

Enterprise
Community
Odoo.sh
Unique task identifiers are obligatory for efficient project communication. How much time do your users spend to find a referred task? Beside the matter of comfortability, mistakes and delays are merely dangerous, especially if discussion includes clients and external partners. This Odoo tool solves the problem by automatic tasks' numbering, and by letting users access a task by a reference in a single place from any Odoo interface.

High available task numbers

Tasks' numbers are shown on kanban, tree, and form views. It is possible to search tasks by numbers using standard Odoo search and quick search of this tool.
In the portal automatic numbers replace mere task IDs. Thus, portal users may use the same numbers for referencing tasks.

Screenshots

Task reference number in portal for external communications

Portal task numbering

Numbers on tasks kanban view

Kanban tasks numbers

Numbers on tasks tree view

Tree tasks numbers

Numbers in the portal tasks' list

Portal list of tasks numbering

Tasks quick referencing

The tool introduces the quick search box by reference numbers. This search box is available in the header for project users (only!) disregarding where this user is in Odoo. It let access tasks in seconds, while the previous interface is saved in breadcrumbs address.
In case a single task is found by quick search, Odoo directly opens its form. Otherwise, you will see found tasks' kanban. If a user doesn't have rights for a task, such task is not shown for her/him.

Screenshots

Access tasks be reference number from anywhere in Odoo

Quick search by tasks

Quick search by project code leads to found tasks' kanban

Few tasks found by quick access

Quick search box is available on any view

Quick search box

Various task code parts

Optionally include project codes into the number. It is especially useful to open all tasks of certain project in a click from any Odoo view.
The tool also let configure prefix and suffix of a number, include current month or year, define size and steps.

Screenshots

Tasks numbering configuration and set-up

Tasks numbers configuration

Tasks sequence update: prefix, suffix, size, steps

Project task ir sequence

Automatic and unique task numbers

Task number is generated automatically as soon as a task is created.
The numbering is consecutive by all projects and companies. In such a way no users or clients confuse tasks, since they have a definite and unique reference.

Re-computing task references

During initial set-up and, if necessary, afterwards you may generate numbers for all tasks (on the configuration page), for tasks of this project (on a project form view), for a certain task. The developer mode is required, since the action re-defines existing reference numbers.

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).

Public features requests and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.

Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

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