Assigning tasks to employees who do not have an Odoo user account can be challenging, as Odoo typically requires users to have accounts to track and assign tasks effectively. However, there are some strategies and third-party apps that can help you manage this situation:

1. Use Task Tags and External Assignments

1. Task Tags:
   • Use tags to categorize tasks for employees who don’t have Odoo accounts. Tags can help you organize tasks by technician or team, and you can manually assign tasks based on these tags.
2. Manual Assignment:
   • Assign tasks manually to specific employees using a naming convention or notes within the task description. This requires manual tracking outside Odoo, but it can be a temporary solution.

2. Email Notifications

1. Automate Email Notifications:
   • Set up automated email notifications for tasks. You can use Odoo’s built-in email notifications to inform non-user employees about their assigned tasks. This requires setting up email templates and triggers.
2. External Email Integration:
   • Integrate with external email systems to manage and notify employees who are not in Odoo. This can be done through custom development or using third-party tools.

3. Custom Development

1. Custom Module:
   • Develop a custom module or use Odoo Studio to create a lightweight solution that allows task assignment without requiring a full user account. This might include creating a special role or record for technicians.
2. Task Assignment Interface:
   • Create an external interface (e.g., a web portal) where you can assign tasks to employees. This interface can then integrate with Odoo to update task statuses.

4. Third-Party Apps

1. Field Service Management Apps:
   • Look for third-party apps designed for field service management that might offer features for handling technicians without full Odoo user accounts. Some apps provide functionalities like task assignment via SMS or web forms.
2. Task Management Integrations:
   • Explore apps or integrations that offer task management features and can integrate with Odoo, potentially providing support for external employees.

5. Odoo Community Contributions

1. Explore Odoo Community Modules:
   • Check the Odoo Apps store and community forums for modules developed by others that might address this requirement. Sometimes, community-developed modules offer solutions for specific needs.
2. Consult with Odoo Partners:
   • Reach out to Odoo partners or consultants who might have experience with similar requirements and can offer custom solutions or advice.

Summary

While Odoo's standard functionality requires users to have accounts for task management, you can use a combination of task tagging, email notifications, custom development, and third-party apps to manage tasks for employees without full Odoo accounts. Custom solutions or third-party apps might offer the flexibility needed to accommodate this requirement.

Hi Ciro, you can use this (below URL) app with just a few customizations. Simply stop at the point where the user creates the code, and then use an assistant code to link it with the employee without requiring a user account.

https://apps.odoo.com/apps/modules/17.0/bi_employee_task

Hi Ciro,

Yes, there are a few ways to handle task assignments for technicians who don’t have individual user accounts in Odoo. Here are some solutions you might consider:

1. Use a Generic User Account: You could create a single user account specifically for technicians. Assign this account to tasks as needed. This simplifies management but means all tasks will be attributed to the same user.
2. Assign Tasks to Groups: Instead of assigning tasks to individual users, you can create a group for your technicians and assign tasks to this group. Technicians in the group can then access the tasks, which avoids the need for separate accounts for each person.
3. Custom Solutions: Develop or use a custom module to handle task assignments for external technicians. This could involve sending notifications via email or SMS, so technicians are informed of their tasks without needing an Odoo account.
4. Mobile App Integration: Consider integrating with a third-party mobile app designed for field service management. These apps can sync with Odoo and help manage tasks for technicians on the go.
5. Project Management Module: Use the Project Management module to assign and track tasks. This module offers robust features for managing projects and can be a good fit if your needs are centered around task tracking and project oversight.

You might want to assess these options based on how you plan to manage and track tasks, as well as the size of your team. If you need more details on any of these approaches, let me know!

Best regards,

Sameer

If the person create a a portal user, you can assign task.