Eric.seigne: CapTODO 2.0.8

2026-10-27T21:18:00Z

CapTODO 2.0.8

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[[fr:Module_CapTODO_FR]]
[[Category:Complementary modules]]
[[Category:CAP-REL]]
{{TemplateDocDevEn}}
{{TemplateDocUser}}
=Information=
{{TemplateModuleInfo
|modulename=CapTODO
|editor=CAP-REL
|web=[https://www.cap-rel.fr www.cap-rel.fr]
|webbuy={{LinkToPluginDownloadDoliStore|keyword=captodo}}
|status=stable
|prerequisites=Projects, Third parties, Tags/Categories and Agenda modules; SmartAuth module for the mobile app
|minversion=18.0.0
|note=Simple to-do lists built on the Dolibarr projects and tasks, with a mobile app you install on phones and tablets.
}}

=Features=

Dolibarr projects and tasks are powerful, but heavy for "call this customer back" or "order the parts". CapTODO turns them into to-do lists: a project category marks the lists, and each task takes one line, from Dolibarr or from your phone.

==At a glance==

* '''Who it is for''': teams that track their actions in Dolibarr, technicians and sales people on the road, managers who want to see where the team stands.
* '''What the module does''': it uses the native Dolibarr projects and tasks; a CapTODO task is a real Dolibarr task, visible in the Projects module, with its time spent and its documents.
* '''What it does not do''': it keeps no separate task database and sends none of your data to an outside service. The mobile app talks to your own Dolibarr.

==Feature list==

* '''To-do lists''' - the projects of a configurable category become lists; sorted on five priority levels, changed with arrows or drag and drop.
* '''Tasks''' - due date, priority, linked third party, assignment, subtasks, activity history and recurrence (daily, weekly, monthly, yearly).
* '''Attached documents''' - quotes, plans or site photos on a list or a task, from Dolibarr or by taking a photo with the phone.
* '''Tags''' - colored categories on tasks and lists, created on the fly.
* '''Quick entry''' - one line is enough: <code>#tag</code>, <code>!priority</code> and <code>@task</code> are recognized, voice dictation included.
* '''Dashboard''' - your tasks of the day, of the week and overdue; a manager view shows the whole team.
* '''Time log''' - write down what you do during the day, then link the entries to tasks; usable offline.
* '''Agenda''' - tasks synchronized with the Dolibarr agenda, one colored event type per priority level.
* '''Internal messages''' - messages linked to a task or a list, sent to a user or a group, with a reply thread.
* '''Mobile app''' - installable web app (PWA) on Android and iOS, with a layout made for tablets.
* '''Seven languages''' - French, English, German, Spanish, Italian, Dutch and Portuguese (Brazil).

==Screenshots==

<gallery widths="300px" heights="200px">
File:CapTODO page-principale-todo.png|A to-do list in Dolibarr
File:CapTODO tableau-de-bord-vue-mine.png|Dashboard: the tasks of the user
File:CapTODO tags-colores-liste.png|Tasks with their colored tags
File:CapTODO mobile-page-accueil.png|Mobile app: home page
File:CapTODO tablette-vue-complete.png|Mobile app on a tablet
File:CapTODO logbook-interface.png|Time log
</gallery>

=Links=

* [https://doc.cap-rel.fr/captodo/ Module documentation] (in French)
* [https://doc.cap-rel.fr/captodo/nouveautes-2-0-8 What's new in version 2.0.8] (in French)
* [https://dolinews.com/en/projets/captodo Get notified of updates]
* [https://cap-rel.fr/sav-module-dolibarr/ Support form]
* [https://tests.cap-rel.fr/projects/3/quality Automated test report]
* [https://dolitry.fr/captodo/ Online demo]: a Dolibarr with a full data set, created for you in less than 20 seconds and deleted after the session

=Requirements=

{| class="wikitable"
! Item !! Version or condition
|-
| Dolibarr || 18.0 or later
|-
| PHP || 7.4 or later
|-
| Dolibarr modules || Projects, Third parties, Tags/Categories and Agenda, enabled
|-
| Mobile app || SmartAuth module by CAP-REL, installed and enabled; the CapTODO pages in Dolibarr work without it
|-
| Rights || an administrator account to install, enable and set up the module
|}

=Installation=

{{InstallModuleDoliStoreEn|keyword=captodo}}

==Upgrade==

# Install the new version through '''Home > Setup > Modules/Applications > Deploy/install external app/module'''.
# Disable then enable the module again: enabling applies the database updates, creates the new agenda event types and reloads the routes of the mobile app.
# On phones and tablets, open the mobile app again so it loads its new version.

Your lists, tasks, settings and time log entries are kept.

==Uninstall==

Disable the module from '''Home > Setup > Modules/Applications'''. Lists and tasks stay ordinary Dolibarr projects and tasks: you still find them in the Projects module.

=Setup=

{{ActivationModuleEn}}

The setup page is '''Home > Setup > Modules > CapTODO''', tab '''Settings'''.

{| class="wikitable"
! Setting !! Purpose
|-
| Project category for to-do lists || the project category that marks the to-do lists; required for the module to work
|-
| Default references || numbering prefixes of lists and tasks, for example <code>TODO-</code>
|-
| Interface || keep the Dolibarr menus on the CapTODO pages or show a full screen interface; rich editor for descriptions
|-
| Quick actions || four buttons per task: send an email, an internal message or add an appointment
|-
| Agenda synchronization || automatic creation and update of events, event type by priority
|-
| Logbook || time log activation, default duration, purge of linked entries, dictation trigger words
|}

=Permissions=

{| class="wikitable"
! Permission !! Purpose
|-
| Read TODO lists, tasks, messages and the time log || access to the module pages and to the mobile app
|-
| Create and update TODO lists, tasks, messages and the time log || entry and update
|-
| Delete TODO lists, tasks, messages and time log entries || deletion
|-
| Manager view || see all team tasks on the dashboard
|}

The rights of the Projects module apply on top: a user sees the tasks of a private project only as a contact of that project or with the right to read all projects.

=Usage=

Once enabled, a '''TodoList''' entry appears in the left menu of '''Projects''', with its '''Messages''' sub-entry and, when enabled, '''Logbook''' for the time log. A '''CapTODO''' tab is also added to the third party card, with the tasks linked to that third party.

For the mobile app, open its address on the phone and add it to the home screen; you sign in with your Dolibarr account.

Every screen is described in the [https://doc.cap-rel.fr/captodo/utilisation user guide] (in French).

=FAQ=

'''The module is enabled but no to-do list shows up.'''<br>
Pick the project category of the lists in the module setup, then give that category to the projects concerned.

'''No agenda event is created for my tasks.'''<br>
Enable the agenda synchronization in the setup, and tick the synchronization on the task when the automatic synchronization is off.

'''Do the "Day" and "Week" views follow my time zone?'''<br>
No: due dates are dates without time, counted in days of the Dolibarr server.

All questions: [https://doc.cap-rel.fr/captodo/faq FAQ of the documentation] (in French).

=Development=

Developments and improvements can be proposed to the project leader by email (see the headers of the source files) or through the [https://cap-rel.fr/sav-module-dolibarr/ support form].

Module CapTODO - Revision history

Eric.seigne: CapTODO 2.0.8