Personal Organiser

Employees keep scattered notes, reminders and contacts outside the ERP. This module adds a personal organiser to the web client with a sidebar and three tools: note maker, calendar tasks and contacts. Records belong to the user and tasks create Odoo calendar events. It depends on base, web and Calendar and helps individuals stay organised in one place.

1. 1

   Open the organiser

   Open the Personal Organiser entry from the web client. A layout with a sidebar loads. The sidebar switches between notes, calendar and contacts.

   • Client components layout and sidebar
   • Model: personal.organiser
2. 2

   Write notes

   In the note maker create a note with a title and text. Each note is saved for the current user. Edit or remove notes at any time.

   • Fields: Title, Note, User
   • Model: note.maker
3. 3

   Add dated tasks

   In the calendar tool add a task with a required title and date and time. The task is linked to a calendar event so it also appears in the Odoo calendar. Deleting the event clears the link.

   • Fields: Title, Date, Calendar Event
   • Linked to calendar.event
4. 4

   Manage contacts

   In the contacts tool store organiser contacts linked to partners. Each entry belongs to the user. Use it as a quick address book.

   • Field: Contact
   • Model: org.contacts
5. 5

   Navigate with the sidebar

   Use the sidebar to move between tools without leaving the page. The current tool is highlighted. Data loads through the standard ORM.

   • Sidebar component
   • No page reload
6. 6

   Keep it private

   Records store the owner user so each person works with their own items. Combine with access rules for stricter privacy. Use it for personal reminders, not shared tasks.

   • Owner field user_id
   • Add record rules if required

Back to version applications