Documentation Index
Fetch the complete documentation index at: https://docs.codecobra.ai/llms.txt
Use this file to discover all available pages before exploring further.
Create a new task
There are several ways to create a task:| Method | How |
|---|---|
| From a project | Open a project and click New Task |
| From the All Tasks page | Click Add Task, then select which project it belongs to |
| From the sidebar | Click New Task for quick creation from any page |
| From the dashboard | Use the New Task quick action |
Tasks are automatically given a name based on your conversation. You don’t need to think of a name upfront — just start describing what you need and the task name will be generated for you.
What to say first
The first message you send sets the direction for the task. Here are some approaches:Explore and learn
If you want to understand what Odoo can do before building anything:“What features does Odoo 18 have for managing inventory across multiple warehouses? I want to understand what’s available before I decide what to customize.”
“How do automated actions work in Odoo? Can you walk me through setting up a workflow that sends reminders when tasks are overdue?”
“What reporting tools does the Accounting module offer? I need to understand what’s built in before requesting custom reports.”
Build something new
If you already know what you want:“I need a custom dashboard that shows all open purchase orders grouped by vendor, with total amounts and expected delivery dates.”
“Add a field to the sales order form that calculates profit margin based on the cost price and selling price of each line item.”
“Create an automated email notification that goes to the warehouse team whenever a sales order is confirmed and contains items that are out of stock.”
Improve something existing
If you want to modify or extend current functionality:“The current inventory valuation report doesn’t include lot numbers. Can you add a column for lot/serial numbers and make it filterable?”
“Our purchase order approval process requires too many clicks. I want to simplify it so orders under $500 are auto-approved.”
Attaching files for context
You can upload files in the chat to give CodeCobra additional context:- Screenshots — show what you’re looking at or what you want the result to look like
- Mockups or wireframes — visual representations of what you want built
- Specifications — detailed requirements documents
- Reference materials — examples from other systems or existing reports
After creation
Your task starts in the Planning stage. From here, you can:- Explore — ask questions about Odoo, your codebase, and what’s possible
- Plan — describe what you want to build and review the development plan
- Start development — approve the plan and move to the development stage
Next steps
Explore Odoo
Use tasks to discover and learn about Odoo features.
Plan and develop
Learn how to work through the planning and development phases.