Project Mail Plugin Integration
Create tasks from email, track communication, and manage project correspondence.
The Project Mail Plugin module in Odoo 19 integrates project management with email clients (Outlook, Gmail), enabling task creation from email, correspondence logging, and stakeholder communication tracking.
Install Mail Plugin
Install Odoo Mail Plugin for Outlook or Gmail to integrate with projects.
Steps
1. Download Odoo Mail Plugin from Office Store or Chrome Web Store.
2. Install plugin in email client.
3. Login with Odoo credentials.
4. Grant permissions to plugin.
5. Configure default project settings.
Create tasks from email
Convert emails to project tasks directly from inbox.
Key points
• Select email and click "Create Task".
• Email subject becomes task title.
• Email body copied to task description.
• Attachments automatically linked.
• Email sender linked as customer/contact.
• Email thread tracked in task chatter.
Log emails to tasks
Record email correspondence in existing tasks.
Key points
• Search and select related task.
• Email logged in task chatter.
• Maintain complete communication history.
• Track customer interactions.
• Email attachments linked to task.
Quick task assignment
Assign tasks and set properties directly from email.
Key points
• Select project and assignee.
• Set priority and deadline.
• Add tags and stage.
• Link to existing customer/lead.
• Create task with one click.
Email tracking
Track all email communication related to projects.
Key points
• Complete email history per task.
• Track sent and received emails.
• Email open tracking.
• Response time analytics.
• Communication timeline view.