Project Overview

• Task management with multiple views: Kanban, List, Calendar, Gantt

• Team collaboration with comments, mentions, file attachments

• Time tracking integrated with Timesheet module

• Budget management and real-time cost tracking

• Project templates for reuse in recurring projects

• Customer portal for clients to track progress

• Automated workflows and notifications

• Comprehensive reporting and analytics

• Project: Container holding all tasks, settings, and team members

• Tasks: Basic work units with assignees, deadlines, priorities

• Stages: Workflow stages to track progress (To Do, In Progress, Done)

• Tags: Categorization and filtering for tasks

• Milestones: Important checkpoints in project timeline

• Subtasks: Hierarchical task breakdown for complex work

• Activities: Scheduled actions like calls, meetings, emails

• Timesheets: Time logging for billable and non-billable hours

• Create from scratch or from existing templates

• Define project name, customer, and planned dates

• Set up project stages according to team workflow

• Configure task settings: subtasks, recurring tasks, timesheets

• Assign project manager and team members

• Set privacy settings: public, private, or portal access

• Configure billing: time & material, fixed price, milestones

• Enable/disable features: timesheets, documents, planning

• Quick task creation from any view

• Assign multiple users for collaborative tasks

• Set priorities: Low, Normal, High, Urgent

• Define deadlines and planned hours

• Add descriptions with rich text editor

• Attach files, images, documents

• Create subtasks to break down complex work

• Set dependencies between tasks

• Track time spent with integrated timer

• Add tags for categorization

• Kanban view: Visual board with drag-and-drop cards

• List view: Detailed table with sorting and filtering

• Calendar view: Timeline view by dates

• Gantt view: Project timeline with dependencies (Enterprise)

• Pivot view: Data analysis with pivot tables

• Graph view: Visual charts and statistics

• Activity view: Scheduled activities timeline

• Map view: Geographic view for field projects

• Comments and discussions on tasks

• Mention team members with @ notation

• File sharing and document management

• Activity logging automatically tracks changes

• Email integration sends/receives emails from tasks

• Real-time notifications for updates

• Followers system to subscribe to tasks

• Internal notes private to team

• Built-in timer to track time real-time

• Manual timesheet entry for past work

• Planned hours vs actual hours comparison

• Billable vs non-billable hours tracking

• Timesheet validation and approval workflow

• Integration with HR Attendance

• Automatic timesheet from task timer

• Timesheet reports by project, user, period

• Set project budget and track spending

• Cost tracking from timesheets and expenses

• Budget vs actual comparison real-time

• Profitability analysis by project

• Cost breakdown by task, user, category

• Budget alerts when exceeding threshold

• Revenue tracking from invoices

• Automatic margin calculation

• Save existing projects as templates

• Pre-configured stages, tasks, settings

• Template library for common project types

• Customize templates to business needs

• Quick project creation from templates

• Template versioning and updates

• Share templates across teams

• Import/export templates

• Secure login for customers

• View project progress and tasks

• Comment and communicate with team

• Upload files and documents

• View timesheets and invoices

• Approve milestones and deliverables

• Customizable portal views

• Mobile-friendly interface

• Auto-assign tasks based on rules

• Automatic stage transitions

• Scheduled activities creation

• Email notifications for events

• Recurring tasks automatically created

• Deadline reminders

• Escalation rules for overdue tasks

• Custom automation with Odoo Studio

• Project dashboard with key metrics

• Task completion rates

• Time spent analysis

• Budget vs actual reports

• Team productivity metrics

• Burndown charts

• Profitability reports

• Custom reports with filters

• Convert quotations to projects automatically

• Link sales orders with project tasks

• Service products create project tasks

• Milestone-based invoicing

• Time & material billing

• Sales order items become project deliverables

• Customer info syncs automatically

• Quotation templates with project setup

• Invoice based on timesheets

• Milestone billing with approval workflow

• Fixed price project invoicing

• Time & material invoicing

• Expense reimbursement invoicing

• Automatic invoice generation

• Invoice preview before sending

• Payment tracking linked to projects

• Employee data and availability

• Skills and competencies matching

• Time-off integration for planning

• Attendance tracking

• Expense claims from projects

• Performance evaluation data

• Resource capacity planning

• Payroll integration for project hours

• Native mobile apps for iOS and Android

• Full task management capabilities

• Time tracking with mobile timer

• Photo attachments from camera

• Push notifications

• Offline mode with sync

• GPS tracking for field work

• Voice notes and dictation

1. Create project and define scope, objectives

2. Set up stages according to team workflow

3. Add team members and assign roles

4. Create tasks and subtasks breakdown

5. Set deadlines, priorities, dependencies

6. Configure budget and billing settings

7. Enable customer portal if needed

8. Start work and track progress daily

9. Review reports and adjust plans

10. Complete project and archive

• Break down large projects into manageable tasks

• Use clear, descriptive task names

• Set realistic deadlines and planned hours

• Update task status regularly

• Log time daily for accuracy

• Use tags consistently for filtering

• Communicate in tasks instead of email

• Review project health weekly

• Archive completed projects

• Learn from past projects with retrospectives

• Software development projects with sprints

• Consulting engagements with time tracking

• Construction projects with milestones

• Marketing campaigns with deliverables

• Event planning and execution

• Product launches with cross-functional teams

• Research projects with documentation

• Internal initiatives and improvements

• Project visibility: public, private, portal

• Role-based permissions: manager, user, viewer

• Task-level access control

• Document access restrictions

• Timesheet approval rights

• Budget visibility controls

• Customer portal permissions

• Audit trail for compliance

• Archive old projects regularly

• Use filters instead of loading all data

• Limit number of active projects

• Clean up completed tasks periodically

• Optimize custom fields usage

• Use project templates for consistency

• Regular database maintenance

• Monitor system performance metrics

• Tasks not showing: Check filters and archive status

• Timer not working: Verify timesheet settings enabled

• Portal access issues: Check user permissions and sharing

• Email notifications not sending: Review notification settings

• Budget not updating: Ensure timesheet approval completed

• Template not loading: Check template configuration

• Slow performance: Archive old data and optimize filters

• Integration errors: Verify module dependencies installed

• Task completion rate

• On-time delivery percentage

• Budget variance

• Team utilization rate

• Average task duration

• Customer satisfaction scores

• Project profitability

• Resource allocation efficiency