Project Task Stage External Mail

Send an external email for a task stage

12.0 14.0

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  • Odoo Version

Description

Project Task Stage External Mail

Context

In Odoo, you are able to attach an email template to a task stage.

static/description/vanilla_odoo_task_stage.png

Since version 12.0, instead of publishing an email, an internal note is sent.

Use Case

The main purpose of the module is to have automatic messages at the creation of support task to be published to clients.

Usage

As Project / Manager, I go to the form view of a task stage.

I select an email template to be sent for this stage.

static/description/task_stage_mail_template.png

I notice a new checkbox External Mail. This box is unchecked by default.

static/description/task_stage_external_mail.png

I check the box then save.

static/description/task_stage_external_mail_checked.png

As Project / User, I go to the form view of a task.

I set move the task to the stage Open.

static/description/task.png

I notice that an external email was sent.

static/description/task_external_email.png

Contributors


License
Technical Name
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Author
Numigi
Website