Let customers open trackable project tasks — without the email chaos
A guided portal wizard turns customer requests into real Odoo project tasks — with attachments, approvals, and live status, all in one closed loop.
The problem
Customers cannot open a work request themselves, so they email, call, or message an account manager instead. Staff then re-key the request into a project task by hand, chasing missing details while the customer waits in the dark with no idea whether the request was even received.
The solution
A guided, multi-step wizard on the customer portal lets clients describe the request, attach files by drag-and-drop, set priority and a deadline, and submit — several requests at once if needed. Each one becomes a real project.task your team already manages, with an optional approval step and status updates pushed straight back to the customer.
Everything an intake workflow needs
Every capability below is implemented in the module.
Guided Intake Wizard
A short, labeled sequence — project, request details, attachments, confirm — replaces the raw form that trips up first-time customers.
Drag-and-Drop Attachments
Customers drop a spec, screenshot, or brief straight onto the wizard instead of hunting for a generic file-picker control.
Priority & Deadline From the Portal
Customers set urgency and a due date up front, so staff receive a properly scoped task instead of a vague email.
Bulk Request Submission
Customers add several related requests in one sitting and submit them together instead of repeating a single-task form.
Email Preview Before Sending
A confirm step shows recipients and content before dispatch, so nothing goes out to the wrong person or with missing details.
Customizable Notification Templates
Separate mail templates for new requests, status changes, and overdue reminders so notifications match your firm's tone and branding.
Optional Approval Workflow
Turn on per-project approval so a project manager reviews and accepts or rejects a request before it enters the active backlog.
Live Status & Overdue Reminders
Customers see progress on the portal as a task moves through its stages, and an automated cron nudges both sides when a request passes its deadline.
Inline Editing & Comment History
Customers correct or enrich an open request right on the portal task page, with the full chatter thread visible for a shared record.
How it works
Enable Portal Intake
Turn on portal task creation for a project, choose the intake stage, and optionally require approval.
Customer Submits a Request
The customer opens the guided wizard from My Account, describes the work, attaches files, sets priority, and confirms after previewing the email.
Team Reviews and Tracks
The request lands in the Portal Requests queue as a real project task; staff approve or reject it and manage it like any other task.
Customer Follows Progress
Status updates and reminders reach the customer automatically, and they can edit the request or read the full comment history on the portal.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Approval is optional and set per project. Turn it on and a project user must approve or reject each request before it becomes active; leave it off and requests flow straight into the chosen intake stage.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Create Project Tasks From Portal
A guided portal wizard that turns customer requests into real project tasks — attachments, priority, deadlines, optional approval and live status — with no backend access.
Buy on Odoo App StoreMore Odoo project apps
Customer Signature On Project Task In Portal
Customers draw, type or upload a signature on project tasks from the portal, with approval status, a controlled re-sign rule and a chatter audit trail — sign-off stored on the task itself.
Employee Overdue Task Reminder
Configurable email and inbox reminders before, at and after task deadlines, rolled into one digest per person — with per-project rules, stage exclusions and a manager overview dashboard.
Gantt View
A cross-module, no-code Gantt timeline with capacity intelligence, built natively on Odoo for Community and Enterprise alike.
Lessons Learned Register
Structured lesson capture with categories, owners and a draft-published-applied lifecycle, linked to projects and tasks — with reminders when new projects start and cross-project trending.
Link Planning Shifts to Project Tasks
Planning shifts linked to project tasks with dates that stay in sync both ways, live double-booking detection, and a bulk wizard for connecting an existing backlog at once.
Merge Project Tasks
A visual merge preview with field-level conflict resolution, selective timesheet consolidation, subtask and hierarchy handling, cross-project safeguards and reversible merges with an impact report.