Odoo 14 Project Management
Odoo 14 Project Module is ideal for managing all of a company's project-related responsibilities. This open source application will make project management simpler and more agile.
This tool might be quite useful if you want to organize your project and tasks and get a good picture of what is going on. It will also assist the firm in scheduling various events and tasks, as well as setting deadlines for the activities. We can easily track activities because it works in conjunction with the calendar module. This module will help you organize your projects more efficiently, plan tasks, and analyze task progress.
Create a Project
The first step in managing a project is to install the Project module from the Odoo App store. Then we have our project menu, which also serves as the application's home page. This page really assists us in managing our project. Let us first construct a project before we discuss project management. We can create projects by utilizing either the Configuration or the Projects menus.
We offer a variety of previously configured projects here, as well as the ability to Create a new project. To finish the project creation, click the create button. When we click the Create button, we are taken to this page, where we may enter information such as the project name and description. Odoo 14 Project Management.
We can enter the project name here and enable other options such as Worksheets, Timesheets, and so on. We can use the Create button once we've made the appropriate changes.
When we create the project, we receive this page. With this step, we can define the project's stages.
We already have a few columns. We've made phases. In this step, we will have our new project.
Allocated: If the project has been assigned to someone, we can advance it to this stage.
In Progress: The stage at which we begin the project.
Done: We reach this level after we finish the project.
This is how we created the project, and it displays on the initial page. It can be seen on the far right.
The new project Building Design can be found with other projects. Let us now take this project out and manage it.
We have three dots on the side of the project title. These dots assist us in editing or sharing the project.
First, we'll figure out how to edit the project.