Project
project.project
Project task
project.task
ir.model.fields
project
project_time_mode_id_duplicate_xmlid
True
Task Opened
project.task
Task opened
Task Blocked
project.task
Task blocked
Task Ready
project.task
Task ready for Next Stage
Stage Changed
project.task
Stage changed
Task Opened
10
project.project
project_id
Task Blocked
11
project.project
project_id
Task Ready
12
project.project
project_id
Task Stage Changed
13
project.project
project_id
mail.channel
notification
Project Management application installed!
Manage your projects and tasks in a clean kanban view.]]>
Start here to discover Odoo
followers
project.task
discover
everyone
{'project_id': 1}
0
1
New
2
Basic
3
Advanced
1
0
Welcome to Odoo
Welcome! This project has the objective to show you all the main feature in the project app. Each card will help you to manage your projects easily in a few minutes.
2
2
0
Try to play with the search bar. Use the filters
Come back to the tasks view to play with the filters. They are up to the form
3
0
Try to drag a task wherever your want
done
4
0
Guess what happens if you set this task as favorite?
Click on the top left star to change the priority and come back in the tasks view. You task is now at the top of the column.
0
Use the chatter to collaborate with your members
The chatter is right below
Converse with your customers and colleagues
project.task
Use this chatter to send emails. Add new people in the followers list, to make them aware about the main changes about this task!
email
NeedAssistance
3
0
Use tags to organize your tasks
blocked
Tags will be represented by colored bars on the card
4
0
3
Try to customize this card. Change its background.
Use the edit icon on the card to customize the background.
5
0
Set this task as 'Ready for next stage' to proceed further in the process
You can change its state by clicking on the small circle on the card, or here, next to the task title.
0
Do you want to learn more? Try our implementation guide!
Click on the bar in the upper right corner
planner_icon.png
planner_icon.png
project.task
How to open the implementation guide ?
project.task
Best regards,
Me.]]>
comment
0
Finished with this stage? Archive it !
Click on the gear icon on the column, to archive the stage, with all the tasks in it. You can also archive one card only, by clicking on the button in the task form view.
0
You want to add a stage? Add a new column !
Click on the last column to create a stage. The name depends on the process. For example, in a customer service process, a stage name may be 'Backlog', 'Waiting Customer Feedback' or 'Done'.
0
You can set a deadline on a task
0
Send a message with a picture as attachment, and see what happens!
In the chatter, sending an email with an attachment will display the picture on the card. When there are several image attachments, you can choose which one you want to display.
bird.jpg
bird.jpg
project.task
How to open the planner?
project.task
comment