ODOO Project Management
Clean and Fast
Modern User Interface
A fast user interface designed for modern project management. Get all the information you need where you need it.
Mobile
Mobile-friendly. Track projects and tasks easily on the move. Stay connected, always.
Large screen view
Optimized view for larger screens, with a scrollable chatter on the right.
Filters and Groups
Search tasks or issues easily with the smart filters. Analyze data with multi-level grouping.
Fully Customizable
Customize the process of every project, rename stages and alerts according to your own activities, automate emails, etc.
Tasks
Customized Kanban View
Drag & drop tasks easily with the kanban view. Group tasks by stages, responsible, deadline, etc. Change name of “task/issues”. Change the meaning of the green/red status. Create specific stages per project. Define the process through custom tool-tips for each stage. Create tasks from sales orders.
Calendar of Deadlines
Use the calendar view on tasks to highlight project deadlines. Simply drag & drop tasks in the calendar to reschedule.
Multi-Project
Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Subtasks
Create subtasks to manage the relationship between multiple tasks.
Document Management
Manage documents related to tasks, issues or projects. (specifications, plans, etc.)
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.
Pivot Table Analysis
Use the pivot table on tasks to perform deep statistical analysis on the performance of your projects.
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.
Issues
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.
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.
Automate Actions
Use triggers and automated actions to send automatic emails on different statuses: confirmation of ticket, customer satisfaction survey, etc.
Communication
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.
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.
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.
Customer Services
Timesheets
Track time on projects and tasks using the timesheet app. Available as a Chrome plugin or a mobile app.
Customer Satisfaction
Use the customer satisfaction rating survey to get feedback from customers every time you close an issue. Configure the automatic email sent to customers after each milestone and receive their feedback directly. Analyze overall rating by project to improve your process.
Forecasts
Forecasts projects and resources easily from the Gantt chart taking employee holidays into account. Compare forecasts with real timesheets.
Customer Portal
Customers have access to their tickets from the front-end portal.
Sales
Contracts
Manage fixed price (on milestones) or time and material based contracts. Automatically Invoice time spent on tasks or issues.
Invoicing Policy
Decide when a timesheet is invoiceable: never (internal or fixed price project), at creation or at validation.
From Sales to Tasks
Generate tasks based on sales orders or template of projects that you reuse from customer to customer.
Multi-Purpose
Internal Projects
Track internal projects with tasks and manage teams efficiently by setting clear priorities.
Post-Sale 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.
Customer Projects
Forecast project resources, track tasks and milestones, record timesheet and analyze the performance of the team.
Reporting
Dashboard
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Issues Analysis
Get statisitics on your issues to analyze the performance of the customer service team.
Gantt Chart
Use the dynamic Gantt Chart to manage your project, and plan the workload of your resources.
Profitability
Have a detailed analysis of the costs and revenues of your projects.
Tasks Analysis
Get statistics on your tasks to analyze the performance of your projects.
Project overview
Get the most important information of your project at a glance: time spent, time forecasted, rates, billable hours, etc.
NOTE: Above features are available based on given Odoo versions/ Editions