Business Performance Consulting Sdn Bhd User Guides
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Tasks

Odoo 19 Enterprise · Project

Tasks are the individual work items within a project. Each task can be assigned, scheduled, prioritised, and tracked through stages.

Process lifecycle

New In Progress In Review Done
1

Create a task

Project ▸ (open project) ▸ NEW

Click New in the Kanban view to create a task. Type the task name and press Enter for a quick create, or click Edit to open the full task form.

Task fields
Task Title * Clear description of what needs to be done — e.g. "Design homepage wireframe" or "Configure payroll rules".
Project * Which project this task belongs to.
Assignees One or more people responsible for completing the task.
Deadline When the task must be completed. Shows as a countdown on the task card.
Tags Labels for filtering and categorising tasks.
Priority Normal or Urgent (star icon). Urgent tasks appear highlighted.
Stage * Current progress stage for this task.
2

Task description and attachments

The task form has a Description tab for detailed instructions, acceptance criteria, or relevant information. Attach files, images, or links. The chatter below records all comments, changes, and timesheet entries. Use @mentions to notify team members in comments.

3

Sub-tasks

Complex tasks can be broken into sub-tasks. Open a task, go to the Sub-tasks tab, and click Add a line. Sub-tasks have their own assignees, deadlines, and timesheet entries. The parent task tracks the completion percentage of its sub-tasks automatically.

Task templates For recurring task structures — e.g. a standard set of tasks for every new client onboarding — create the tasks once, then use the Duplicate button on the project to copy the entire structure for a new client.
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