Project Management Module in Odoo

1.  Creating a new project (dashboard):
The Odoo project management app provides a user-friendly dashboard that shows all of the projects along with the number of tasks assigned to each one. A project is an activity carried out by an organization's staff. It might be external or internal in nature.

Users can create new projects directly from:
Project → Create

2.  Creation and Allocation of Project Task:
A task is a portion of a project that must be accomplished. Various duties might be assigned to different individuals working on the same project by managers.

Users can create a new task

Users can add a new task to a project that is currently in progress. The user can fill up the following information on the tasks form:

  • Task Title.

  • The name of the project to which the assignment is assigned.

  • The task is assigned to a member of the project team.

  • Deadline of the task.

  • Description of the task.

  • Customer Name.

3.  Project Forecast:
The Odoo project management module now has a new capability. The project forecast allows the project team to plan the amount of time it will take to complete each task. The team can estimate how long it will take to complete the entire project.

4.  Reporting:
Users can examine each project's task from the following steps:
Projects →Reports →Task Analysis

Final Thoughts

Odoo Project Management Solution provides businesses with a much improved project completion record, resulting in increased customer satisfaction and a reduction in non-billable work.

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