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Automated Survey Sharing in Odoo Project Tasks

Streamline Project Tasks with Automated Surveys in Odoo

Odoo Task Management: Integrated Survey Automation

Task-Based Survey Automation for Better Insights in Odoo

The Project Task Survey Generate module enhances project management by integrating surveys with project tasks. This feature allows businesses to gather feedback, conduct assessments, and improve project execution based on real-time input from relevant stakeholders.


By linking surveys to project tasks, managers can automatically send surveys when a task reaches a specific stage. This ensures that project teams, clients, and other stakeholders provide timely feedback, improving project efficiency, quality, and overall satisfaction.


Here is a features list based on your description of the Odoo app:

  • Automate Survey Sending Based on Task Progress:
  • Surveys can be linked to specific project tasks and sent automatically when a task moves to a predefined stage.
  • Helps in collecting structured feedback at key milestones without manual intervention.
  • Multiple Recipient Options for Surveys:
    • Surveys can be sent to various stakeholders, including:
      • Survey to Customer:
        • Gather feedback from clients to assess satisfaction and project success.
      • Survey to Project Managers:
        • Allow managers to review task progress and performance.
      • Survey toAssigned Team Members:
        • Ensure the internal team provides input on their tasks.
      • Survey to Other Custom Recipients:
        • Additional stakeholders can be included based on project needs.
  • Easy Survey Selection for Projects and Tasks:
    • Project managers can assign a default survey to a project.
    • Project managers can assign a default survey to a project.
    • Tasks created within the project automatically inherit the assigned survey.
    • Users can override the default survey on individual tasks if needed.
  • Enhanced Task Stage Management with Surveys:
    • Surveys can be triggered when a task reaches a specific stage.
    • Helps in tracking progress and identifying areas for improvement at critical points.
    • Fully configurable, allowing businesses to decide when and to whom surveys should be sent.
  • Integrated Survey Tracking:
    • surveys are linked to project tasks, ensuring easy tracking and reference.
    • Responses can be reviewed directly, helping in data-driven decision-making.
    • Improves project performance analysis by correlating feedback with task progress.
  • Seamless Email Notifications for Surveys:
    • Surveys are sent via email using automated templates.
    • Ensures recipients receive clear instructions and can respond easily.
    • Keeps stakeholders engaged without requiring manual follow-ups.
  • User-Friendly Interface and Configuration:
    • Surveys can be managed directly from the project and task forms.
    • Simple selection options for recipients and survey triggers.
    • Visibility controls ensure that only relevant fields are displayed when needed.
  • For more details, please check below screenshots and watch the video.

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