A Detailed Guide To Odoo Project Management Module
Published on August 31st 2022
Step 1: Go to the ‘Project’ application.
Foremost, you will have to visit the home page and click on the project icon.
Step 2: Click on the ‘Create’ button to create a project.
To create a specific project, click on the ‘Create’ button. You can find this button on the left side of the screen.
Step 3: Fill in the project ‘Name’ and select and unselect ‘Billable, Timesheets, Planning, and Worksheets’.
Once, you have created a project, it is time to fill in the project ‘Name’ and select and unselect ‘Billable, Timesheets, Planning, and Worksheets’.
Step 4: Click on the ‘Create’ 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.
⇒ This view is called the ‘Kanban’ view.
The screen that you can see now is the – ‘Kanban’ view.
Step 6: If you want to add a new task, then click on the ‘Plus’ symbol.
If you wish to add a new task, all you have to do is click on the ‘Plus’ symbol.
Step 7: Write the task name and click on the ‘Add’ button.
To create a task, give a name to it. Once that is done, click on the‘Add’ button.
⇒ 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.
⇒ If you want to add a new column, then click on ‘Add a column’.
To add a new column, click on the ‘Add a column’ 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 ‘Add’ button.
⇒you 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. 
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