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Hello, I use Odoo 18 on-prem. I create a project per month and create a task for each my activity I spend for this customer. I define the customer as a follower on the task.

My customer sees some tasks, but not all of them. He is defined on each of them. I tried to remove him and add him again => same thing.

I asked him to sign out/sign in => same thing

I asked him to force a refresh on Edge => same thing

Does anyone have an idea ?

Thank you

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Câu trả lời hay nhất

Hii,

  1. Share the Project with the Customer
    The customer must have access to the project itself, not just the task. Go to the project and share it with their portal user.
  2. Check Project Privacy Settings
    Make sure the project visibility is set to allow portal users (e.g., “Visible by following customers and invited portal users”).
  3. Verify Customer is a Portal User Linked to the Correct Partner
    The customer’s partner must be linked to a portal user and be the same partner added as a follower on tasks.
  4. Check Task Visibility and Record Rules
    Ensure no custom record rules block portal users from seeing some tasks, and tasks are not marked internal only.
  5. Test with Another Portal User
    Add a test portal user as a follower on the same tasks to confirm visibility issues.
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