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Project Management System
Effortlessly manage your projects, tasks, teams, and workflows all within Odoo. The Project Management System app is a comprehensive solution built to streamline how your organization handles projects and tasks. Whether you manage a small team or large-scale operations, this app brings structure, automation, and visibility to every phase of your project lifecycle. Designed with flexibility and usability in mind, it empowers your team with the tools they need to deliver projects efficiently, stay aligned, and maintain full control over responsibilities.
Features
Screenshots
Support
Service
Features
Project Creation & Hierarchy :
Create standalone projects or nested projects with parent-child relationships. Define start and end dates, priority, and associated team members. Restrict project creation to users with specific access rights to maintain control.
Task Management :
Tasks can only be created if the user has the necessary permission level.Create and manage tasks within projects.View project or task summaries in a pop-up or preview pane.
Checklist Functionality :
Add multiple checklists to both projects and tasks. Track sub-activities or subtasks within a task or project. Auto-update progress as checklist items are completed.
Progress Bar :
Visual representation of task and project completion. Progress is automatically calculated based on completed checklist items or task status. Real-time updates give users insight into the overall progress of each project and task
Team Assignment :
Assign Team to specific Projects and Task. Team based Access rights control visibility for Proect and their task.
Auto Task Assignment :
Automatically assign tasks based on task stage.Ensures efficient task handover between roles/stages.
Task Stage Duration & Lifecycle Tracking
Automatically track how long a task stays in each stage. Data can be used in performance evaluation or workflow optimization.
Digital Signature Integration
Add digital signatures to tasks and projects and their report Signatures can be required at key project milestones or approvals..
Reports, Analytics & Quick Previews
Generate in-depth reports on project and task status.View project or task summaries in a pop-up or preview pane. Access key details without opening the full form view. Improves user navigation and reduces click-depth.
Screenshot
1) Project Checklist
Here,The user can create custom projecct checklist which will be show in Project.
Navigation : Project > Configurations > Project Checklist
2) Checklist In Project
Checklist option in Project with auto calculated Progress bar based on completed checklist.
3) Progress Bar in Project Kanban View
Here user can see Progress Bar in Project kanban view.
4) Progress Bar in Project Tree View.
Progress bar in Project Tree view.
5) Task Checklist
Here,The user can create custom Task Checklist which will be show in Project.
Navigation : Project > Configurations > Task Checklist
6) Checklist In Task
Checklist opton in Task with auto calculated Progress bar based on completed checklist.
7) Progress Bar In Task Kanban View
Here user can see Progress Bar in Task kanban view.
8) Progress Bar In Task Tree View
9) Project Team
Here, The Manager can create Project Team and assign User inside Team. That Team will bes assigned in Project.
Navigation : Project > Configurations > Project Team
10) Team Assign to Project
Here the (Employee Team) assigned to Project (Office Design). and their members will displaye in Members Tab.
11) Team Based Restriction
Here the Employee Team Member (Marc Demo) can access Only his own Team's Project (Office design) and their task.
12) Team Access In Task
Marc demo Can access only Project (Office Design)'s Task
13) Team Inside Task.
The Team will be auto assigned in task based on their project's Team and here is the another option of Digital Signature in Task.
14) Digital Signature
Here user can Draw or Upload signature.
15) Digital Signature Form view
Here Is the final View of Digital Signature in form view
16) Task Stage Duration
This Feature will calculate duration of Each Stage of Task ex.. How long the task will stayed in each Stage. with maintaining log history of Task Stage.
17) Attachment Option Inside Task
Here, user can attach multiple documents inside Task.
18) Preview Option
The Quick Preview Option in Project.
19) Popup View of Project
Here is the Popup Form view of project
20) Quick Preview Option In Tree View
Here User can quick Preview from tree view
21) Assign Default User to Task
Tick "Default Assign Users in Task" for auto assign users in task, based on Stages.
Navigation : Settings > Project > Task Management
22) Assign Users In Task Stages
Here Admin can set default users for individual stages.
Navigation : Project > COnfigurations > Task Stages
23) Task In New Stage
Here as you can see task is in New Stage and assignee is Joel Willis.
24) Assignees Changed with Stage
Now stage changes into "In Progress" and assigness are "INKERP" and "Marc Demo".
25) Sub Projects in Project
Here the user can set or create Sub Projects in Project for parent child project flow.
26) Parent Project' Team Auto Assigns
If you set parent project in the project the project team will be auto assign from parent project.
27) Prevent Parent Child Recursion.
If user assign child project to main project as a parent project the recursion error will raise.
28) Extra Fetures In Project
Here some usefull feature available in project like Digital Signature, Document Attachment, Project Priority.
29) Project and Task Creation Restriction
Admin Assign Groups "Task Creation Restriction" and "Project Create Restriction" to user MARC DEMO.
30) Project Creation Restrictioin
Here user Marc Demo Tries to create project and error will raise. this feture prevent unnecessary project creation by other user.
31) Task Creation Restriction
Here user Marc Demo Tries to create task and error will raise. this feture prevent unnecessary task creation by other user.
32) Task Detail Report
From Here User can generate Task Report.
33) Task Report Generated
Here the final Task detailed Report if generated.
34) Project Detailed Report
From Here User can generate project report.
35) Project Report Generated
Here the final Project Detailed Report is generated
User Guide
