Odoo 14 Community Edition

Project Management

Odoo Project management module is a time-saving tool that provides you a good platform to create and manage both long-term and short-term projects on the basis of your company policies. Using this module, you can allocate employees to a project and then the module allows you to adequately oversee them all through the task duration. This module will also help you to manage persons, tasks, due dates, daily timesheets, manage multiple projects, and many more aspects. Now let us enter the Odoo project module.

The home dashboard window of the module is depicted below.

Odoo Community Edition Book

In the home dashboard window, you can view all the project operations created on the platform along with the tasks menu. The number of tasks created in each project can be viewed here. Three dots available in the upper right corner of each card will allow you to share and edit the document and also you can define a color for easily identifying the project. These projects can be internal or customer-oriented based upon your company requirements. The Create icon available on the top left corner of the window will allow you to create new projects. On selecting this icon you will be able to view a pop-up window as depicted below where you can provide the project name.

Odoo Community Edition Book

Now we have created a project. The next step is task creation and its allocation. For creating new tasks you can directly go to the task creation window by selecting the Create icon available in the above image. It is also possible to select the respective project from the home dashboard and then you will be directed to the task window of the respective product. The image of the window is displayed below.

Odoo Community Edition Book

In the task creation window, you can customize the task stages based on your requirements. This can be done by selecting the Add option available. After that, you can assign a task title and allocate the responsible person for the task by selecting the create option.

Odoo Community Edition Book

The stages for the task in the respective project can be created by using the Add a column option available in the window.

You have another way to access the tasks of the respective project. In the home dashboard, you can view a tasks menu. On selecting this menu, you will be depicted with a tasks window. In this window, you can view all the tasks described in the platform listed out along with the Project Title, Project, assigned to, Company related to this project, Next Activity, Tags, and the Stages of the operation. The task window can be viewed in different views such as Kanban, List, and Calendar view. In addition, all the customizable and default functionalities like Filtering, Group By, Favourite search, and many more aspects are available with this window.

Odoo Community Edition Book

This is the List view of the task window and let us have a look at the Kanban view of the Task window available.

Odoo Community Edition Book

The Kanban view of the task window will provide you a better visual experience for the different stages of your task operations. The status of each task is designated with a different color format which will be more appealing to your eyes and the tasks can be prioritized based on their importance by activating the star symbol available.

Now let us discuss how to create new tasks in the Odoo project platform.

location

Calicut

Cybrosys Technologies Pvt. Ltd.
Neospace, Kinfra Techno Park
Kakkancherry, Calicut
Kerala, India - 673635

location

Kochi

Cybrosys Technologies Pvt. Ltd.
1st Floor, Thapasya Building,
Infopark, Kakkanad,
Kochi, India - 682030.

location

Bangalore

Cybrosys Techno Solutions
The Estate, 8th Floor,
Dickenson Road,
Bangalore, India - 560042

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