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Odoo Project Management | Projects and Task Management in Odoo 15
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Projects and Task Management in Odoo 15

In the Odoo Project Management module, you can easily assign tasks and prioritise what’s most important to your team, and you can manage your team’s entire workload all in one place. Furthermore, the project Management Module in Odoo v15 gives you a flexible workflow that allows you to effectively track task management.

The different views available in the project management module helps to minimise the huge functionality in a simple way. Using Gantt view, you can easily manage plans and resources by drag and drop. The calendar view of the project management system helps to map your deadlines and tasks needing the most attention. In the kanban view, you can configure stages specific to tasks.

You can download the project module from the app store. In the below dashboard, you can see all the projects created if you want to create a new project by clicking new project. In addition, you can configure stages for each project from the dashboard.                                        

Projects and Task Management in Odoo 15

–> Gray dot in dashboard indicates the default situation, Red indicates a blockage in the progress of the tasks, and Green indicates is the tasks are ready to be run to the next stage.

–> Based on task priority, you can bookmark tasks from the project.

Project Update View

Users can analyse every project summary from the project update view like sale order, gross margin, invoice, Budget, Milestones, profitability analysis, etc.

Project Update View

Project Milestones

You can create project milestones from the project update view by clicking on the add milestone button. You can explain project-related milestones like Milestone name, development completed, testing completed, project deployed etc.

Project Milestones

  • From the form view or Kanban view, you can configure the stages for the project.
  • You can allocate the task to multiple employees/users at the same time from the field assignee, as shown in the form.
  • In odoo15, by clicking on the SHARE READONLY button, you can send read-only projects to authorised persons, and the SHARE EDITABLE button will send the editable project to authorised persons.

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Tasks

Every project contains a task to achieve the project’s goal. From the settings, you can configure the different task operations. Such as,

  • Sub Tasks: This option is useful if you want to divide the entire task into sub-tasks
  • Task Dependencies: It defines the order of task perforations.
  • Recurring Tasks: by regular time intervals, the task will be automatically generated.
  • Project Stages: This option allows you to configure different stages of the project.

After all, the configuration is done, you can create a task related to the project. You can view your task under my task menu or every task under the project menu. In the kanban view of the task form, it is categorised as differnt stages. You can change the stage of the task by simply dragging and dropping them from the dashboard of the task. You can apply different filters to tasks such as Personal Stage, Sales Order Item, Assignees, Project, Customer etc.

Tasks

You can schedule activity from the task by using the schedule activity option. To enable this, click on the clock sign from the task, then a schedule activity window will pop up. Select the activity type that can be configured from the configuration tab at this window. Then enter a brief description about the activity and select the due date and assigned person. After scheduling the activity, the colour of the clock sign from the task window changed to Green. You can check the due date by noticing the created activity, and if the activity gets completed, the mark as completed.

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If you plan a new ERP Software implementation and you have heard about Odoo and got attracted by the Odoo ERP platform, decided to use it but don’t have time, resources, or knowledge to manage this yourself, thereby looking for professional assistance, then you have come to a right place. Bassam Infotech has implemented scores of Odoo ERP all around the world. In addition, we have also developed and delivered our own customized Odoo applications with minimal Odoo implementation cost.

DOWNLOAD Odoo Project Management

Bassam Infotech is a company of Official Odoo Certified Experts with 24 years of expertise. We are a one-stop shop for all your business needs, including Odoo Implementation, customization, integration, and support. We’re available by phone or email, with a 24-hour response time in case you need immediate Odoo ERP support. For more details, Call us on +91 88912 49995 or +91 70250 75566 email us at info@bassaminfotech.com or fill out the form to get a free consultation

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