How to Create and Manage Stages in Odoo 14 Project? | Odoo 14 Community
0As soon as you enter the project management module, you see the dashboard. The dashboard gives you a glimpse of every project that currently the company has in its store. From here, one can get a complete overview of the project and also the tasks underneath every project.
To view the tasks, click on the TASK icon. Here you can see the various tasks under a project, also which stage they belong to.
Video Contents:
0:00 Introduction
0:21 Goto Project Module
1:29 View suggestion for the project
4:16 Edit stages
6:04 Rearrange the stages
To get an overview of the project, click the OVERVIEW icon. Upon, clicking you will be navigated to a new window like below: CREATING NEW PROJECT.
To create a new project, you can click on the CREATE button on the dashboard. Upon clicking the button, you are navigated to a new screen Here you can add the project name and select the following options:
- Planning to enable planning tasks on the project.
- Timesheet to enable timesheets on the project.
- Bill form Tasks to enable billing from tasks.
- Worksheets to enable customizable worksheets on Tasks.
Later click the CREATE button. Upon clicking the create button, you will be redirected to a new page like below. Here, you can add certain columns to your project. They will act in different stages for your project tasks. You can name the tasks in chronological order based on your project. Add as many columns as you need.
Odoo helps you with certain examples for different use cases. For that click the EXAMPLES button. Odoo has set different examples for different projects for instance- Software Development, Digital Marketing, Getting things done, Research Project, and more.
To close the window, click the button GOT IT. And now you can add your titles. Once you add your desired columns and create a few tasks via clicking on the CREATE button.
REARRANGE TASK STAGES
From the Kanban view of the project, one can add as many stages as they want, also they can be rearranged via simply dragging and dropping the column to the desired location. One can also fold/ unfold the stages by using the Setting icon on your desired stage. One can edit the stages, delete them, archive/unarchive the task.
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