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Sub Task Management with odoo Project Module
- 1. Sub Task Management withodoo Project Module Enterprise
- 2. Introduction Enterprise Sub Task Managementin the Odoo Project Module allows users to break down large tasks into smaller, more manageable pieces called sub-tasks. This feature helps in organizing and tracking complex projects by dividing work into smaller steps, each with its own deadlines, assignees, and progress tracking.
- 3. Task Management Enterprise Odoo 17'sProject Module enhances task management by supporting sub-tasks, allowing complex jobs to be broken into manageable pieces. Users can create, assign, and monitor sub-tasks separately, improving organization and accountability. This hierarchical structure boosts delegation and overall project efficiency.
- 4. Project Enterprise Odoo 17's ProjectModule streamlines task management with easy-to-use tools for organizing tasks. Configure settings like sub- tasks, customer ratings, and recurring tasks to tailor the module to your project needs before creating tasks.
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- 6. Steps Enterprise 1. Navigate tothe Project module and click the "New" button. 2. Create a new project. 3. Enter the required details to create the project.
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- 8. Explanation Enterprise ● Create anew project in the Project module. ● Name the project "Employee Tasks." ● Refer to the screenshot for guidance, then click "Create Project." ● You will see the newly created project listed.
- 9. Tasks Enterprise After configuring settings,creating tasks in Odoo 17's Project Module is easy. Open a project from the Project Dashboard, like the sample "Employee Tasks" project, and add tasks using the '+' button under each project stage.
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- 12. Explanation Enterprise ● When addinga new task using the ‘+’ button, a dropdown window will appear with fields for Task Title and Assignees. ● Enter the task name or a detailed description in the Task Title field, select the Assignees from the list, and click ‘Add’ to create the task. ● The task will then appear as a Kanban card in your project
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- 14. Explanation Enterprise Two tasks havebeen added: 'Invitation' and 'Invitation2'. Once created, these tasks will appear as Kanban cards
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- 16. Explanation Enterprise ● To editthe details of a specific task, click on the Kanban view to open the detailed form for that task. ● In this view, you'll see the Project Name and Assignees as configured. ● For better task management, you can also specify project or task milestones, add tags, and include information such as the Customer, Allocated Time, and Deadline. ● Refer to the screenshot below for guidance
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- 18. Creating sub tasks Enterprise ●The Odoo Project Module simplifies large projects by breaking them into smaller, more manageable parts using subtasks. ● These subtasks allow for a hierarchical organization of tasks, which can be set up in the Sub-tasks tab of the Task form.
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- 20. Sub Tasks Enterprise ● Clickingthe "Add a line" button in the Sub-task tab opens an editing line where you can update the subtask title and assign the appropriate team members. ● After adding the necessary sub-tasks, save your changes by clicking the save icon, and complete the remaining sections of the task configuration form. Description Tab As per the project specifications, you can add remarks or descriptions for tasks and subtasks in this tab section.
- 21. Timesheets Enterprise ● The Timesheettab in the task configuration provides a detailed interface for tracking time spent on tasks. ● By clicking the 'Add a line' button in the designated field, users can record the time spent by team members, including Date, Employee, Description, and Hours Spent.
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- 23. Explanation Enterprise ● Save thetask and subtask details to display the number of subtasks for a specific task using the Sub-tasks smart button. ● You can then return to the project dashboard to view the details of tasks and subtasks in the project's Kanban view, as shown below. ● The Kanban view shows the number of subtasks within each project stage, allowing you to schedule activities using the Activities icon and access the task configuration form to modify or manage subtasks as needed.
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- 26. Enterprise Conclusion Hence this ishow one can manage subtasks within the project module in Odoo 17 .
- 27. For More Info. Checkour company website for related blogs and Odoo book. Check our YouTube channel for functional and technical videos in Odoo. Enterprise www.cybrosys.com