To-Do¶

Last Updated: February 2026

The To-Do app is a lightweight personal task manager built into Odoo. It's a simplified view of the Project module — each to-do is technically a private task with no project assigned. Use it to track personal action items, reminders, and quick tasks that don't belong in a formal project.

What To-Do Does¶

Personal task tracking — Create and organize your own to-do items
Kanban board — Drag tasks between personal stages (Inbox, Today, This Week, etc.)
Reminders — Set deadlines and activity reminders
Sharing — Assign to-dos to multiple people for collaboration
Convert to task — Promote a to-do to a full project task when it grows in scope

Open To-Do from the main Odoo menu bar.

To-Do
└── Main View (Kanban by default)
    ├── Kanban — Grouped by personal stage
    ├── List — Table view with inline editing
    └── Activity — Timeline of activities

Creating a To-Do¶

Quick Create (Kanban)¶

Click in the Kanban column where you want the to-do
Type a title and press Enter
Click the card to add details

Full Create¶

Click New
Enter a title (or leave blank — it auto-generates from the description's first line)
Add a description with the rich text editor
Set Tags for categorization
Add Assignees if sharing with others
Set a Deadline if time-sensitive
Click Save

Personal Stages¶

Each user has their own set of stages. Your stages are independent from everyone else's.

Default stages:

Stage	Use For
Inbox	New items you haven't organized yet
Today	Tasks to complete today
This Week	Tasks for this week
This Month	Tasks for this month
Later	Low-priority or future items
Done	Completed items
Canceled	Items no longer needed

Drag and drop cards between columns to organize your work.

Key Fields¶

Field	Description
Title	Task name (editable in the breadcrumb)
Description	Rich text area — supports checklists, headings, separators
Tags	Color-coded labels for categorization
Assignees	Users who can see and work on this to-do
Personal Stage	Your current workflow stage (clickable status bar)
Deadline	Due date for the to-do
State	In Progress, Done, or Canceled (checkbox in list/kanban)

Completing a To-Do¶

Click the checkbox on any to-do card (kanban or list view) to mark it as Done. The card grays out but remains accessible.

To reopen a completed to-do, click the checkbox again.

Converting to a Project Task¶

When a to-do grows into something bigger:

Open the to-do
Click Action > Convert to Task
Select the target project
Adjust assignees and tags as needed
Click Convert

The to-do becomes a full project task with all project features (stages, dependencies, milestones, etc.).

To-dos are private by default — only assignees can see them. To share:

Open the to-do
Add users to the Assignees field
Those users will see the to-do in their own To-Do app

Searching and Filtering¶

Filter	What It Shows
Open	All non-completed to-dos
Closed	Done and canceled items
Late Activities	To-dos with overdue activity reminders
Today Activities	Activities due today
Group By: Tags	Organize by tag categories
Group By: Assignees	See who has what

Tips¶

Use the Description Editor Commands

Type / in the description field to access commands: /checklist for checkboxes, /heading for section headers, /separator for dividing lines.

Set Deadlines for Accountability

To-dos without deadlines tend to drift. Even an approximate deadline helps you prioritize.

Use Tags Consistently

Create tags like "Urgent", "Waiting On", "Phone Call" to quickly filter your to-do list.

Security¶

Group	Access
All Employees	Create, view, and manage their own to-dos
Project Users	Can also see to-dos they're assigned to via other users
Portal Users	No access to To-Do