Odoo app · To Do
Odoo To Do — configured by Captivea
Odoo To Do is a lightweight task board that centralizes everyday actions, reminders and follow-ups in one place. Captivea configures the app so your teams can capture personal to-dos, assign small tasks to colleagues, prepare meetings with clear action items, and link every task to customers, opportunities, documents or projects across your Odoo system.
The app
Odoo To Do
Odoo To Do is a simple, kanban-style task list that lets you capture, organize and complete everyday work without the overhead of a full project. It is designed for quick personal reminders, small team tasks and meeting follow-ups, all connected to your Odoo CRM, Sales, Project and other apps so nothing falls through the cracks.
Key features
Concrete building blocks
Fast task capture from anywhere
Create tasks in a couple of clicks from the To Do board, emails, opportunities or customer records, so you can log actions during calls and meetings without losing your flow.
Stages, filters and tags
Organize work with custom stages such as Inbox, Today and Done, and refine your view with filters and tags by assignee, due date, priority or topic to focus on what matters.
Kanban and list views
Switch between a visual kanban board for drag-and-drop workflow and a structured list view to scan many tasks at once, sort by key fields and apply bulk updates in seconds.
Activities, reminders and archiving
Plan calls, emails and meetings as activities on each task, sync reminders with Calendar, and archive completed work to keep daily views clean while preserving full history.
Use cases
Concrete uses
Personal task management
Give each employee a clear view of their daily and weekly priorities, follow-ups and open loops, with tasks linked directly to the customers, invoices or projects they already work on.
Team coordination boards
Set up shared boards for teams such as marketing, support or HR to coordinate internal actions, recurring duties and small initiatives that do not require full project plans.
Meeting and project follow-ups
Capture decisions and next steps from meetings as To Do items, assign owners and due dates, and keep them connected to the related project or opportunity for easy follow-up.
By business function
Solutions for every team
Explore how Captivea concretely improves your teams' day-to-day work, department by department.
Sales & CRM
Track your personal and team tasks in one simple board fully connected to Odoo Project and CRM.
Purchasing
Keep internal procurement and supplier-related actions visible alongside purchase orders and approvals.
Operations & Manufacturing
Link production-related checks, preparations and small improvements to formal manufacturing projects and work orders.
Supply Chain
Manage stock checks, adjustments and small warehouse tasks directly from To Do, tied to inventory records.
Finance & Accounting
Follow up on closing tasks, reviews and approvals so accounting deadlines and compliance activities stay on track.
Human Resources
Organize recruitment follow-ups, onboarding steps and HR to-dos in shared boards across your people team.
Marketing
Coordinate campaign tasks, content production and lead follow-ups so marketing actions turn into measurable results.
Helpdesk & After-Sales
Track support callbacks, escalation steps and internal actions from tickets to maintain service levels and customer satisfaction.
Start your transformation
Plan your next step with Odoo To Do and Captivea
Our consultants help you structure everyday task tracking in Odoo, connect it to the right apps and roll it out smoothly across your teams.
By sector
Organized around your industry
Teams organized by client industry. Each sector covers ERP, Web, AI and BI.
Services & Tertiary
Service firms use Odoo To Do with Projects and CRM to follow up on client work, internal coordination and pre-sales tasks in one system.
Industry / Manufacturing
Manufacturers rely on Odoo To Do to manage inspections, small fixes and preparation tasks around formal work orders and improvement projects.
Distribution & Logistics
Distributors and logistics providers track operational follow-ups, small customer requests and process tweaks alongside inventory and order management.
Retail & Point of Sale
Retail and eCommerce businesses organize store and online to-dos, from merchandising and content updates to local initiatives and rollouts.
The Odoo apps relevant to you
The complete Odoo suite
All Odoo applications, activated at your own pace.
Sales & CRM
Inventory & Manufacturing
Finance
Human Resources
Technical & Data
References
Companies that trust Captivea
FAQ
Frequently asked questions
Odoo To Do is a lightweight task management app within the Odoo suite that lets you capture, organize and follow up on everyday actions in kanban and list views, with full integration to CRM, Sales, Project and other modules.
Yes, Odoo To Do is part of the Odoo ecosystem and works on the same database as your other apps; Captivea helps you decide how to deploy it alongside modules such as Project, CRM and Sales.
Odoo To Do focuses on quick, simple actions and personal or small team boards, while Odoo Project is designed for structured projects with milestones, planning and timesheets; Captivea helps you define which work belongs in each.
With a Gold Partner like Captivea, you get experts who tailor stages, views, security and integrations so Odoo To Do reflects your real workflows, driving adoption and reliable project visibility.
Let's talk
Ready to transform your business operations?
Talk to Captivea about how Odoo To Do and Project can streamline task management across your teams and give you clear, connected visibility on everyday work.