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Project to Meeting

Providing a possibility to show a related meeting in a project view ,and vice versa.
42,96 € 42,96 € (Sebelum pajak)
US$ 50,00 (Sebelum pajak)

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Shipping: 2-3 Business Days

STORY BEHIND THE FEATURES

ODOO BEHAVIOUR

In project-based workflows, meetings play a vital role in tracking discussions, aligning deliverables, and ensuring smooth team collaboration.

However, in standard Odoo, meetings are not natively linked to projects or tasks, making it harder to manage project-related calendars or trace back meetings to relevant project actions.

CLUEDOO BEHAVIOR

✅ Set a project related to the meeting

✅ Enables viewing related meetings from the Project form via a Calendar smart button.

✅ Allows users to create a meeting directly from a Task by scheduling a “Meeting” activity..

COMPARISON: ODOO AND CLUEDOO

 Odoo:

  • No direct connection between meetings and projects or tasks.

  • Calendar events are detached from project operations.

  • Cannot schedule meetings from tasks.

Cluedoo:

  • Meetings can be linked to projects.

  • Projects have a smart button to view all related meetings.

  • Tasks allow creation of meeting-type activities, leading to full meeting form.

BUSINESS CASE
A consulting firm manages various client projects, each with scheduled review meetings.
With standard Odoo, project managers have to manually coordinate between Calendar and Project modules, risking data inconsistency or missed context.

Want to get Clued into Cluedoo? 

OUR FEATURES AS SOLUTION

Link Project to Meeting

Create Meeting From Task

HOW TO USE THIS MODULE ?

PROJECT TO MEETING

1

On Calendar meeting → Meeting Details, we can set a project related to the meeting


2

When we open the project, we have Calendar button box that shows related meeting.



CREATE MEETING FROM TASK

1

On Task, we can schedule a meeting by creating a schedule activity with activity type: Meeting
We can click Meeting button and it goes directly to the meeting form