Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.
Asana is a task management tool that brings all of your team's work together in one place. It lets you organize tasks by project, phases, priority level, due date, assignee, and tags. Asana is a great tool to manage even the largest and most complex projects.
Asana IntegrationsOdoo ERP Self Hosted + Asana
Create Story to Asana from New Calendar Event in Odoo ERP Self Hosted Read More...Odoo ERP Self Hosted + Asana
Create Task to Asana from New Calendar Event in Odoo ERP Self Hosted Read More...Odoo ERP Self Hosted + Asana
Create Project to Asana from New Calendar Event in Odoo ERP Self Hosted Read More...Odoo ERP Self Hosted + Asana
Update Task in Asana when New Calendar Event is created in Odoo ERP Self Hosted Read More...Odoo ERP Self Hosted + Asana
Create Story to Asana from New Note in Odoo ERP Self Hosted Read More...It's easy to connect Odoo ERP Self Hosted + Asana without coding knowledge. Start creating your own business flow.
Triggers when you add a new Blog Post. You will need to have the Blog module installed.
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
Triggers when you add a new event. You will need to have the Event module installed.
Triggers when you add a new expense. You will need to have the Expense module installed.
Triggers when you add a new invoice. You will need to have the Invoice module installed.
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
Triggers when you add a new Note. You will need to have the Note module installed.
Triggers when you add a new Product. You will need to have the ECommerce module installed.
Triggers when you add a new Project Task. You will need to have the Project module installed.
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
Triggers when you add a new survey response. You will need to have the Survey module installed.
Triggers when you add a new ticket.You need to install the helpdesk module.
Triggers when you add a new User. You will need to have the Users module installed.
Triggers whenever a task within a project is marked as completed. Does not trigger on completed subtasks.
Triggered whenever you add a new project.
Triggers on an addition of a new story.
Triggers upon an addition of a new subtask.
Triggers every time you create a new tag.
Triggers whenever a new task is added to a project.
Triggers whenever a new task is added to a workspace.
Triggered every time you add a new team.
Triggered once a new user is added.
Triggers every time you add a tag to a task.
Create a blog post
Create a new Note.
Create a new Project Task.
Update a existing Ticket
Adds a new project.
Adds a new story (a comment is a story).
Adds a new task.
Updates an existing Task.
(30 seconds)
(10 seconds)
(30 seconds)
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(2 minutes)
Introduction is a general overview of the topic. It introduces Odoo ERP Self Hosted and Asana.
Odoo ERP Self Hosted is a free and open source business management software application available for Linux and other operating systems. Odoo ERP Self Hosted provides all the necessary tops to track and manage your business. You can use Odoo ERP Self Hosted to manage products, customers, orders, invoices, and inventory. Odoo ERP Self Hosted also enables you to easily build quotes, projects, purchase orders, and invoices. With Odoo ERP Self Hosted you can set up a customer portal with just a few clicks. You can also sync your contacts and leads with Google Apps using Odoo ERP Self Hosted.
Asana is also a free and open source web-based project management software application. It is made available by the company called “Asana Inc.” Asana aims to help you get things done under any circumstances. It helps you set priorities, organize work, manage your tasks and get work done as efficiently as possible. Asana has an excellent user interface that is designed to be very easy and quick to use. You can use Asana on your desktop or mobile device from any location. Whether you are in your office or traveling the world, you can always stay connected to the projects and tasks you care about most.
When integrating Odoo ERP Self Hosted and Asana, both of them can benefit greatly from each other. Here are some benefits of integration between Odoo ERP Self Hosted and Asana:
You can quickly create a new task in Asana when recording an invoice in Odoo ERP Self Hosted. You can create new tasks in Asana when recording an invoice in Odoo ERP Self Hosted by clicking on ‘Toggle to Task Mode’ button found on the main screen of the invoice step list for that invoice in Odoo ERP Self Hosted. This will open the online task editor in Asana where you can add new tasks and change their priority and due dates as per your requirements.
You can also create a task in Asana when setting up a customer portal in Odoo ERP Self Hosted by clicking on ‘Toggle to Task Mode’ button found on the Settings page when setting up customer portal in Odoo ERP Self Hosted. This will open the online task editor in Asana where you can add new tasks and change their priority and due dates as per your requirements.
You can automate the creation of new tasks in Asana when creating an invoice in Odoo ERP Self Hosted by setting ‘Autosave Tasks’ option to ‘True’ under Setup –> Configuration –> General Settings –> Process Settings –> Autosave Tasks section when creating an invoice in Odoo ERP Self Hosted. This will create a task automatically in Asana after creating an invoice in Odoo ERP Self Hosted without any action required from you while creating an invoice in Odoo ERP Self hostded.
Odoo ERP Self Hosted allows you to record time spent on tasks created by triggering an invoice in Odoo ERP Self Hosted by clicking on ‘Toggle to Task Mode’ button found on the main screen of the invoice step list for that invoice in Odoo ERP Self Hosted. This will open the online task editor in Asana where you can add new tasks and change their priority and due dates as per your requirements. Once you are done adding tasks and scheduling your time spent, click on ‘Record Time’ button found on the top left corner of the task editor to record your time spent on tasks created by triggering an invoice in Odoo ERP Self Hosted.
The process to integrate Odoo ERP Self Hosted and Asana may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.