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How to Assign and Track Tasks in Odoo Project Management

by January 17, 2025

Steps to Assign and Track Tasks

Efficient task management is the backbone of any successful project. Odoo Project Management offers a comprehensive solution for businesses to assign and track tasks effectively. This blog will guide you through the process of using Odoo’s Project Management module to streamline your task management workflow.

Why Use Odoo for Project Management?

Odoo Project Management is a robust tool designed to simplify complex workflows. It enables you to assign tasks, monitor progress, and ensure timely completion with its user-friendly interface and powerful features. Whether you’re managing a small team or a large organization, Odoo can adapt to your project needs.

Step-by-Step Guide to Assign and Track Tasks in Odoo

Step 1: Activate the Project App

Before assigning tasks, make sure the Project app is installed and activated.

  1. Go to the Apps module.
  2. Search for “Project”.
  3. Click Install if it’s not already installed.

Step 2: Create a Project

Projects are containers for your tasks.

  1. Navigate to the Project app.
  2. Click Create.
  3. Enter the Project Name (e.g., “Website Redesign”).
  4. Optionally assign a Project Manager and configure settings.
  5. Click Save.

Step 3: Create a Task

Now, you can start creating and assigning tasks within the project.

  1. Open the project you created.
  2. Click on the Tasks tab.
  3. Click Create.
  4. Fill in task details:
    • Task Name: “Design Homepage Layout”
    • Assigned to: Select the user/team member.
    • Deadline: Set a due date.
    • Tags: Add relevant tags for filtering.
    • Description: Add detailed instructions or notes.

💡 You can also add subtasks or checklists under each task if enabled in settings.

Step 4: Assign Tasks to Team Members

When creating or editing a task:

  • Use the Assigned to field to allocate it to the right user.
  • The assigned user will receive a notification or email (if enabled in settings).

Step 5: Track Task Progress (Kanban View)

Odoo’s visual Kanban Board is perfect for tracking task status:

  1. From the project dashboard, click the project.
  2. Switch to Kanban View.
  3. Move tasks across stages like:
    • To Do
    • In Progress
    • Done

You can customize stages based on your workflow (e.g., Review, Blocked, Testing).

Step 6: Use Filters and Reporting

Odoo offers powerful tools to track and manage performance.

  • Use Filters and Group By to view tasks by:
    • Assignee
    • Deadline
    • Stage
    • Priority
  • Generate task reports from Reporting > Tasks Analysis.

Step 7: Communicate Through Chatter

Each task has a Chatter section for real-time collaboration:

  • Log notes
  • Add internal comments
  • Attach files
  • Track history

This keeps all communication and updates centralized.

Benefits of Assigning and Tracking Tasks in Odoo

  • Enhanced Team Collaboration: Centralized communication for seamless teamwork.
  • Real-Time Updates: Immediate task status visibility for all stakeholders.
  • Improved Productivity: Streamlined workflows and clear task assignments.
  • Comprehensive Reporting: Detailed insights into project performance.

Why Choose Odiware for Odoo Implementation?

At Odiware, we specialize in Odoo ERP implementation, ensuring you get the most out of your Project Management module. Our team of experts can customize Odoo to suit your business needs and help you achieve operational excellence.

Contact Odiware Today!

Ready to optimize your project management process with Odoo? Contact us now:

Let’s help you take your project management to the next level!

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