Odoo Project Management: Features and Pros

Views

It is easy for you to interact with Odoo project management since it is designed for a user-oriented interface. Moreover, although Odoo has various applications with various features, it eliminates confusion due to the intuitive, user-friendly interface. 

• Widescreen mode

Providing widescreen mode, Odoo project management creates a convenient experience for users. When utilizing responsive design, you can get a clear and efficient overview of projects, with a scrollable chat dialog on the right, whether small or large screens. 

• Kanban view

Is it inconvenient to use standard graphics or bar charts? Odoo project management delivers Kanban view, a physical or digital project management tool with visual work. This lets you easily add or customize the Kanban interface to display important project information. Additionally, with various colors and labels of Odoo project management, you can flexibly use them to categorize and mark work in Kanban view like status, priority, type of work, etc.… At the same time, Odoo also provides flexible grouping and filtering tools to customize the Kanban view according to different criteria. Furthermore, whether you want to filter tasks or group cards by one or more data fields, Odoo software also provides.

• Gantt charts

Odoo project management delivers Gantt charts that allow you to manage and see an overview of your project progress visually. Viewing tasks, milestones, job dependencies, and other activities becomes easy with the chart. It is excellent for you to gain an overview and better understand the connection between tasks and overall project progress, including tracking deadlines, forecasting projects, taking employee holidays into account, comparing the planned and actual hours, etc.… 

• List view

Of course, Odoo also provides a list view like other project management software, allowing you to group, filter, and analyze your tasks. Furthermore, this enables you to select several projects simultaneously to edit fields in batch or perform batch actions, like export, archive, delete, share projects, send email or SMS, etc.… And you can export the data into a spreadsheet to analyze and make wise decisions. 

Assignment

Multi-project

To minimize working time and boost efficiency, Odoo Project Management provides a multi-project feature that allows you to work on one or more projects simultaneously. Here are some multi-project features in Odoo:

• Multi-project management: Instead of a separate system, Odoo project management allows you to create and manage multiple projects all in one system. 
• Multi-project overview: With a dashboard or dashboard page, you can see comprehensive projects or tasks to update the progress as well as handle issues on time.  
• Multi-project search: It is easy to search for jobs, documents, project members, etc… and access information from multiple projects in one place. 
• Multi-project analysis: Look at an overview of progress, resource consumption, planning, and other critical metrics for each project.

Sidequests

Separating the large tasks is essential to track progress effectively. You don’t need to manage them manually because you can break an enormous task into smaller, more detailed tasks with Odoo subtasks. This helps you specify and categorize work into smaller steps, increasing your ability to manage and track progress.

Based on creating multiple subtasks within a primary task, Odoo project management allows you to work on different subtasks in parallel and track their progress separately. At the same time, you can assign members, set deadlines, and keep track of progress on schedule. 

Document Management

Documents are essential for any project; therefore, they should be stored securely and transparently. With Odoo project management, all project-related documents are organized and managed in document management to be uploaded and stored easily. In addition, this enables storing documents like text documents, images, spreadsheets, PDF files, etc.…in this system. 

Customer care

Customer support tickets

It seems like customer care plays a vital role in sales to keep customer relationships and increase deals. Odoo project provides a customer support ticket management feature to help you track and resolve customer support requests and issues. Utilizing the intuitive interface and pre-designed templates, you can track support contracts, tickets, bug reports, etc… 

Automate tasks

Instead of taking time for a range of manual work or management, automation becomes increasingly common for businesses to push efficiency. Most businesses want to optimize all project activities to eliminate time and resources. Based on dividing it into different statuses or stages of projects or issues, you can create automated rules to send email marketing and perform related tasks with detailed indexes. 

Email integration

Communicating with customers by email seems familiar and convenient for businesses to boost interaction. Odoo project management provides integration with email to enable customers via email and automatically tie email communications to relevant issues. You can send and receive emails directly in the single system automatically attached to the tasks for complete visibility to save you time. 

Contact

With Odoo project management’s customized alerts, you can track work and receive timely notifications based on related activities. You can track essential tasks or receive notifications about changes with just one click. Also, you can configure alerts to receive email notifications immediately on the Odoo interface to avoid missing critical information. 

Real-time collaboration

Thanks to Odoo native HTML editor, you can collaborate on tasks with several colleagues in chat at the same time. Providing real-time collaboration, Odoo project management is integrated with Etherpad, which allows you to interact with multiple users on tasks. 

Service

Customer Satisfaction

Constantly create and conduct surveys to collect customer feedback to help you measure customer satisfaction and analyze overall ratings by project to improve your processes. Additionally, you can configure automatic emails to send surveys to customers after each milestone or essential stage in the project. This helps collect feedback from customers automatically and effectively.

Sell

With the Odoo project, it is easy for you to manage contract types, including fixed-price (on target) and materials-based contracts (depending on the time and resources used). Actually, choosing contract types depends on your project features. When using materials-based contracts, Odoo project management automatically calculates the time spent performing the task and generates the corresponding invoice. As a result, you can save time and effort during the invoicing process.

Report

Odoo project management not only tracks and analyzes project progress but also helps you create reports, including tasks, phases, milestones, complete dates, etc.…. For instance, if you want to export a work-related report, you just click on the Odoo system to receive time spent, time remaining, completion percentage, etc… Or, you can easily manage resources like employees, workgroups, documents, etc…

Integration with other Odoo Apps

It is a fact that any software system adapts to all business requirements, so integration is the best choice to optimize management. Odoo Project Management is fully integrated with other Odoo applications in the Odoo ecosystem, bringing many benefits and creating strong links between Odoo software. Here are some other Odoo apps that Odoo Project Management integrates with:

• Odoo CRM
• Odoo Sales
• Odoo Purchase
• Odoo Finance

Increase work efficiency

Providing various innovative features and third-party integration, Odoo project management allows you to increase productivity and organize work quickly. It is easy for you to create projects, assign tasks, set timelines, and track progress all in one system. Additionally, you can also manage and allocate resources like human resources, equipment, materials, etc… to estimate resource usage that is done on time and with high quality. There is no doubt that the automated feature of the Odoo project enables the minimization of unproductive manual tasks and time. 

Optimize project management and save time

Project management is a complex task because of various sub-tasks and rigorous requirements. It is a fact that Odoo has various modules or versions with different and updated features to help optimize project management and save time by creating projects, dividing tasks, and setting timelines. Also, you can define tasks, assign them to team members, and set completion times. As a result, you will save time and organize your work specifically, helping to ensure that everyone on the team knows their tasks and when they will be completed.

Improve communication and work coordination

Odoo project management software creates internal discussion groups within your project in which you can chat directly with team members. Ensuring that transparent documentation project management in Odoo is ready to create and share project-related documents like contracts, reports, charts, etc.… Furthermore, customizable notification features also benefit users by reminding them of new task assignments, schedule changes, work completion, and more. This helps everyone stay on top of changes and updates in the project.