Odoo project management is one of the most preferred tool that offers you withĀ a visual overview of all your ongoing projects. It is of great use in managing projects, tasks, people, daily timesheets, etc. With this odoo module, you get various functions to control various projects. Last but not least, it also provides graphical charts to analyze the progress of certain tasks and projects.
Step 1: Go to the āProjectā application.
Foremost, you will have to visit the home page and click on the project icon.
Step 2: Click on the āCreateā button to create a project.
To create a specific project, click on the āCreateā button. You can find this button on the left side of the screen.
Step 3: Fill in the project āNameā and select and unselect āBillable, Timesheets, Planning, and Worksheetsā.
Once, you have created a project, it is time to fill in the project āNameā and select and unselect āBillable, Timesheets, Planning, and Worksheetsā.
Step 4: Click on the āCreateā button.
When you are done filling in all the details, it is time to click on the create button.
Step 5: Here, We can select any project easily.
If you want to select a project, it can be done easily by clicking on the project.
ā This view is called the āKanbanā view.
The screen that you can see now is the ā āKanbanā view.
Step 6: If you want to add a new task, then click on the āPlusā symbol.
If you wish to add a new task, all you have to do is click on the āPlusā symbol.
Step 7: Write the task name and click on the āAddā button.
To create a task, give a name to it. Once that is done, click on theāAddā button.
ā Here, we can easily change the stage
Step 8:Select the task and drag it from new stage to the in-progress stage.
Here, it is easy to change the status of your task. You change the task status from new to in-progress. All you have to do is select the task and drag it from new status to in-progress.
ā If you want to add a new column, then click onĀ āAdd a columnā.
To add a new column, click on theĀ āAdd a columnā on the right side of the screen.
Step 9: Fill in the column name and click add button for creating.
After adding the column, you need to add a column name. Once that is done, click on the āAddā button.
āyou can also drag and drop the stage for moving.
It is also possible to drag and drop the stage if it is in the moving status.