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Task Description Portal

project_task_description_portal folder_open OCA/project open_in_new
Project License: AGPL-3

This module allows to add a dedicated task description that will be shown to portal users.

auto_awesome What this module does

AI-generated from the code · Odoo 18.0

Lets you write a separate description for a task that only portal (customer) users see, instead of the internal task description.

This module adds a way to show a different description to customers who access a task through the portal, while keeping the normal internal description for your team.

On the task form, in the Description tab, you get a new checkbox called 'Use Portal Description'. When you tick it, a new 'Portal Description' page appears where you can write the text that customers will read. If the checkbox is left unticked, the portal keeps showing the standard task description.

When a portal user opens the task, the system automatically swaps the description: the portal page displays the portal description instead of the internal one. This happens only when the checkbox is enabled, so nothing changes for tasks where you do not use the feature.

The module works on project.task and only affects the customer portal view of tasks; it does not change internal task screens, emails or reports. It is useful when internal notes contain information you do not want customers to see.

Depends on

project
Models and fields (1)
  • project.task · extends an existing modelportal_description, use_portal_description

Text generated by AI (DeepSeek) from reading the Odoo 18.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 2 confirmed, 7 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 18.0

No configuration is required.

On the task form enable the "Use Portal Description" checkbox located in the "Description" tab of the notebook.

A new tab "Portal Description" will become visible. Put task description that you would like to show to portal users in that tab.

If "Use Portal Description" is disabled standard task description will be show to portal users as before.

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.