Odoo Project Management
A fast user interface designed for modern project management. Get all the information you need where you need it.
Forecast Needs & Resources: Based On Tasks
Project performance & employees' availability
Customized Kanban View: Drag & drop tasks easily with the help of Kanban view. Group tasks by stages, responsible, deadline etc. Change name of “task/issues”. Change the meaning of the task/issues.
Create Task from Sales Order: Break down your project in bite-sized tasks and assign them to your team. Create customized stages for each project to simplify your workflow overview.
Schedule your teams across projects taking employees' holidays into account. Plan ahead for upcoming projects with forecasts based on comparable projects and estimate deadlines more accurately. Compare forecasts with real timesheets for increased profitability.
Calendar of Deadlines: Simply drag & drop feature for your tasks in the calendar to reschedule as well as to highlight project deadlines.
Multi-projects: Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Time Tracking: Track expected hours, effective hours, re-forecasts on tasks.
Archive tasks: Archive tasks done and have a clear view of the other tasks you still need to work on.
Discuss Tasks and Share Documents
Enhance employees collaboration
Add quick notes or attach files to any task and stay connected to your team. Communicate through the chatter, write in a shared real-time pad or use live chat - all within a single interface!
Chat with users: Chat online with other users to get real time answers to your questions. Use discussion groups to chat in tasks.
Real Time Collaboration: Use the Etherpad integration to collaborate on tasks in real time with several users contributing to the same content.
Custom Alerts: Follow tasks in just a click and get alerts based on relevant activities.
Activity Log: The activity log attached to every task or issue gives you a detailed history of all activities on the document.
Email Integration: Every project can have its own email address. Create tasks or issues by sending an email to the project. All recipients/cc of the email will be added as follower of the task. Communicate on tasks by email.
Customer Services and Issues
Customer Satisfaction: Configure the automatic email sent to customers after each milestone or issue and receive their feedback and ratings directly.
Customer tickets: Use issues to track support contracts, tickets, bug reports.
Email integration: Communicate with your customers by email. Everything is automatically attached to the issue to get a full visibility.
Automate actions: Use triggers and automated actions to send automatic emails on different statuses: confirmation of ticket, customer satisfaction survey etc.
Portal front-end: Customers have access to their tickets from the portal.
Timesheets: Track time on projects and tasks using the timesheet app.
Service Level: Link SLA-related information to issues: time to open a ticket, time to close a ticket, statistics on the volumes and performances etc.
Sales and Invoice On Contracts
Customer projects: Forecast project resources, track tasks and milestones, record timesheet and analyze the performance of the team.
From sales to tasks: Generate tasks based on sales orders or template of projects that you reuse from customer to customer.
Contracts: Manage fixed price (on milestones) or time and material based contracts. Automatically Invoice time spent on tasks or issues.
After Sales Services: Effortlessly manage after sales services requests and configure a customized process in the Kanban view.
Support Contracts: Automatically create issues by email, track support services and count hours on contracts.
Internal Projects: Track internal projects with tasks and manage teams efficiently by setting clear priorities.
Reports and Dashboard
Pivot Table Analysis: Use the pivot table on tasks to perform deep statistical analysis on the performance of your projects.
Issues analysis: Get statistics on your issues to analyze the performance of the customer service team.
Tasks analysis: Get statistics on your tasks to analyze the performance of your projects.
Dashboard: Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Gantt Chart: Manage tasks on a timeline with the Gantt chart view. The easiest way to track deadlines and timeline progress.
Graphs: Get graph charts to analyze the progress of your tasks: by stage, by responsible, by tag, by project etc.
Fully integrated with other Apps / Modules
