Efficient Project Collaboration
Enhance teamwork with chatter, file sharing, activity tracking, and real-time notifications built into Odoo Project.
Key Features
Key points
• Integrated chatter for contextual communication directly on tasks and projects
• File and document sharing with automatic version management
• Activity tracking with detailed timeline of changes and updates
• Real-time notifications via email, in-app, and mobile
• Tag and mention colleagues to get immediate attention
Chatter - Contextual Communication
Key points
• Discuss directly on tasks, projects, or milestones without email
• Mention colleagues with @ to send notifications and request responses
• Internal notes visible only to team, not sent to customers
• Public messages can be shared with customers via portal
• Complete conversation history stored chronologically
File and Document Sharing
Key points
• Attach files directly to tasks, projects, or chatter messages
• Support all file formats: PDF, Word, Excel, images, videos, ZIP
• Automatic version management when uploading files with same name
• Preview files directly in Odoo without downloading
• Integration with Odoo Documents for centralized document management
Activity Tracking
Key points
• Detailed timeline showing all changes: status, assignee, deadline
• Edit history with information about who made changes and when
• Track time worked (timesheet) linked to each task
• Activity log automatically records all important actions
• Activity reports to evaluate team performance and progress
Smart Notifications
Key points
• In-app notifications displayed directly in Odoo when updates occur
• Email notifications automatically sent when mentioned or assigned tasks
• Mobile push notifications via Odoo mobile app
• Customize notification frequency: instant, daily digest, or off
• Follower notifications for people interested in tasks/projects
Collaboration Workflow
Steps
1. Open the task or project that needs discussion in Project
2. Use chatter to send messages, mention colleagues with @username
3. Attach relevant files by drag-and-drop or clicking attachment icon
4. Follow timeline to see change history and activities
5. Receive automatic notifications when someone replies or updates task
6. Use internal notes for internal discussion, messages for customers
Managing Followers
Key points
• Add followers so they receive notifications about all task/project updates
• Automatically follow when assigned to task or mentioned in chatter
• Unfollow anytime to stop receiving notifications
• Followers can view complete history and participate in discussions
• Manage follower list to control who gets notified
Integration with Other Modules
Key points
• Documents: Link files from document workspace to tasks
• Calendar: Create meetings and send invitations directly from tasks
• Email: Send and receive task-related emails in chatter
• Timesheet: Record work hours and discuss tasks simultaneously
• Portal: Share information with customers via customer portal
Who Should Use This
Key points
• Project Managers: Track progress and communicate with team effectively
• Team members: Collaborate, share files, and update work
• Stakeholders: Follow projects and receive important notifications
• Customers: View progress and communicate via portal
Benefits
Key points
• Reduce internal emails by up to 80% with centralized chatter
• Increase response speed with real-time notifications
• Store complete communication and file history in one place
• Improve transparency and accountability within team
• Save time searching for information and documents
Real-World Use Cases
Key points
• Discuss change requests and attach mockups directly on task
• Mention designer to review and approve design in chatter
• Share progress reports with stakeholders via followers
• Internal notes about technical issues without customer visibility
• Follow timeline for audit trail and compliance
Tips for Effective Use
Key points
• Use @ mentions instead of separate emails to maintain context
• Name files clearly before uploading for easier searching later
• Use internal notes for sensitive discussions, messages for public info
• Add followers for people who need to know, avoid notification spam
• Leverage timeline to review history before reporting
Important Notes
Key points
• Check access rights before sharing sensitive files
• Notifications may be delayed if email server not configured properly
• Large files should be compressed or use links instead of direct attachment
• Internal notes not visible on portal, only internal team sees them
• Configure notification preferences to avoid notification overload