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All in one project and task management odoo app helps users to manage projects for all needs in one single app. User can create subtask for a task, User can start, pause and stop task timer, get automatic email notification on daily and weekly task updates, attach and manage documents for project and task, set priority, mass update project stages, mass update task, assign task to multiple users, print project and task PDF report, get email notification on before due date and after due date, manage different stages project dynamically, create meeting from task and view, set user to automatically assign on specific stage, add sequence for project and task, also get email notification on task timesheet limit remainder, create task from sale order, import task from xls or csv file and project own checklist.
You can set project co-ordinator rule for user that shows only his projects and sub-projects.
You can easily create sub projects from parent project in 'Sub Projects' tab.
You can easily divide project and sub projects with its details.
When you delete project which has sub projects and delete sub project which has tasks it will display warning.
User can easily use start task and end task timer of the task.
User can see total duration of task based on start date/time and end date/time on task form and kanban view.
User can easily start and stop multiple tasks at the same time.
User can fill the timesheet on the basis of timer and give description using wizard.
User can see daily task update email of all tasks created by them and assigned to them.
User can see weekly task update email of all tasks created by them and assigned to them.
User can see all attached documents on project and download from there.
User can see all attached documents on task and download from there.
View and access all attached documents of project and task in tree, form, and kanban view.
User can view resource model and resource name for all attached documents.
User can set and change priorities to high or moderate for project and project tasks.
User can set and change priorities to low or normal for project and project tasks.
User can share any project task by email from any task state.
User can send email to customer and can add more recipients to task email.
User can send project task by email with all uploaded attachments and can add more attachments to mail.
Before sending task as mail user can change email subject, content and email template for that.
User can update multiple tasks with projects and stages.
User can update multiple tasks assignees via add and replace option.
User can update multiple tasks with deadlines.
User can update multiple tasks tags via add and replace option.
User can update multiple project stages at once.
User can select update method like add or replace for project and all selected project stage will updated.
User can assigned or allowed multi users for single task.
Assigned users can easily visible single task.
User can print project details in PDF report.
User can print task details in PDF report.
User can tick on 'Delay Task Start Notification' checkbox then inside set delay day(s).
User can tick on 'Delay Task Deadline/Overdue Notification' checkbox then inside set delay deadline day(s).
Email notification sent to users whose tasks not started.
Email notification sent to users whose tasks not completed.
It allow to create subtask for current project.
Track all subtask with different stage label like TODO,CANCLE and DONE.
User can get instant email notifications, which can be seen in task.
User cannot can check and change the stage for the subtask.
On configured state user can not see due deadline task in red color and deadline on kanban view.
User can easily filter due deadline task with filter.
User can schedule task based on task deadline.
On task tree, form and kanban view user can see task schedule time, like, today, tomorrow.
User can set task as done with single click.
On task kanaban view user can see task group by based on task deadline.
User can set default stages for projects.
User can share same stages for multiple projects.
Create meeting from task by select date in wizard.
Navigate Task to meeting and meeting to task.
Count created meeting in task form.
Display created meeting list from task.
Automatically assign task to user when change stage on kanban view.
Configured user and stage automatically assign when create a new project.
Automatically create unique project and task sequence number.
Automatically create unique project and task sequence number with related project prefix.
Creates a reminder for user automatically.
Sends Details about every task.
Creates a deadline reminder mail and sent automatically to employees.
User can send two reminders, which can be decided by user.
Automatically check initial hours and total spend hours, then send mail.
Compare initial hours with total spend hours.
User can automatically receive mail about task hour reminder.
If total spend hours is greater than initial hours, then send mail.
User can easily and quick to create task from sale order.
Special pop-up for adding task details in sale order.
On adding/updating task tags user can see and track history for tags on task chatter.
It helps user to keep track of adding/updation task tags.
Import task data from from CSV/XLS file.
On importing the data which is not availabe or wrong warning will be shown.
User can create project checklist with its description.
User can create project checklist template and also select project checklist template for project.
Project checklist has New, Complate and Cancel state for that Click on check icon to complete checklist and cancel icon to cancel checklist.
User can see checklist progress percentage based on checklist complete.
Project Sub Project Management
Under user configuration you can set project operation as Project Coordinator.
Go to Project -> Configuration -> Projects under 'Sub Projects' tab you can add sub projects of parent project.
You can see sub projects are added and click on 'Sub Projects' smart button to open sub projects.
You can see list of all projects with different project manager in list view.
You can see 'Project Co-Ordinator' access group user has show his own projects and sub projects.
You can see another 'Project Co-Ordinator' access group user has show his own projects and sub projects.
You can not delete project which has sub projects otherwise it will be display warning.
You can not delete sub project which has tasks otherwise it will be display warning.
Project Task Timer
User can start task timer by clicking "START TASK" button on kanban view.
User can also start task timer from task form view by clicking "START TASK" timer button.
On clicking "START TASK" button user can see task timer started, user can see task timer on task kanban view and task form view also.
User can end task timer by clicking "END TASK" button on task kanban view.
User can also end task timer from task form view by clicking "END TASK" timer button.
On clicking "END TASK" button new pop-up will open, Here user can enter description for timesheet, see timer duration, start date time and end date time of timer.
User can see created timesheet from task timer and link with task.
If one task is all ready running and user try to start another task at the same time then warning will raise.
Under Project > Configuration > Settings menu user need to enable "Allow Multi Task" option.
Now user can start multiple task timer at same time.
Automatic Task Status Updates Reports
You can see schedule action will run auto everyday and sends task update email to every user.
User can see daily task update status is on that day of all tasks created by them and assigned to them.
You can see schedule action will run auto every week and sends task update email to every user.
User can see weekly task update status is on that day of all tasks created by them and assigned to them.
Project and Task Documents Management
User can see attached documents on project.
Under Project > Documents > Project Documents menu user can see all attached documents of all projects and view in tree, form, and kanban view. User also can see "Resource Model" and "Resource Name" of attachments and download from there.
User can see attached documents on project.
Under Project > Documents > Task Documents menu user can see all attached documents of all tasks and view in tree, form, and kanban view. User also can see "Resource Model" and "Resource Name" of attachments and download from there.
Before user install module user can see there is no priority to set for projects in form view and only one priority to set for project task.
Project and Task Priority
Create purchase order wizard with sale order line data, you can select vendor here.
Set Project Priority
After installing module user can see there is a three stars to set priority for project.
User can see project with normal priority.
User can see project with low priority.
User can see project with moderate priority.
User can see project with high priority.
User can see project priority on kanban view.
Set Project Task Priority
After installing module user can see there is a three stars to set priority for project tasks.
If user set priority to project and tries to create new task for that project, Then project priority automatically set to task priority, User can also change task auto priority as per need.
User can see project with priority and created new task for that project have the same priority.
User can see task with normal priority.
User can see task with low priority.
User can see task with moderate priority.
User can see task with high priority.
User can see task priority on kanban view.
Project Task Send By Email
ON project task user can see "SEND BY EMAIL" button on header. CLiking on this button user can
User can see uploaded attachments on project task.
User can see on clicking "SEND BY EMAIL" button new wizard will open, here user can add more recipients, change email subject, content and template, All task attachments will also added and user can add more attachments to mail or remove existing one and click "SEND" button.
User can see received email for project task with attachments.
Mass Update Project Stages
From stages tree view user can select multiple stage and can update projects by clicking "Mass Update Project Stages" menu under "Action" menu, User can also see there is different projects of each task.
On "Mass Update Project Stages" wizard user can tick on 'Mass Update Project' checkbox then select update method and select "Project" for which he/she wants to update and click "UPDATE" button.
Here choose the "Add" method so it adds project with old project in the stages.
User can see stages with updated projects.
Here choose the "Replace" method so it replace project with old project in the stages.
User can see stages with updated projects.
Mass Update Tasks Details
From task tree view you can select multiple task and can update task details by clicking "Mass Update Task" menu under "Action" menu, User can also see there is different details of each task.
On "Mass Update Task" wizard you can tick on "Change Project" and "Select Project" for which he/she wants to update and click "UPDATE" button.
You can see all selected task projects are updated.
On "Mass Update Task" wizard you can tick on "Change Stage" and "Select New Stage" for which he/she wants to update and click "UPDATE" button.
You can see all selected task stages are updated.
On "Mass Update Task" wizard you can tick on "Change Assignees" then select update via "Add" and select "Assignees" for which he/she wants to update and click "UPDATE" button.
You can see all selected task assignees are added.
On "Mass Update Task" wizard you can tick on "Change Assignees" then update via "Replace" and select "Assignees" for which he/she wants to update and click "UPDATE" button.
You can see all selected task assignees are updated.
On "Mass Update Task" wizard you can tick on "Change Deadline" and select "New Date Deadline" for which he/she wants to update and click "UPDATE" button.
You can see all selected task deadlines are updated.
On "Mass Update Task" wizard you can tick on "Change Tag" then update via "Add" and select "Tags" for which he/she wants to update and click "UPDATE" button.
You can see all selected task tags are added.
On "Mass Update Task" wizard you can tick on "Change Tag" then update via "Replace" and select "Tags" for which he/she wants to update and click "UPDATE" button.
You can see all selected task tags are updated.
Project Tasks Multi Users Assignee
You can assign or allow multi users for single task.
You can see task visible to assigned or allowed users.
You can see task visible to assigned or allowed users.
Project and Task Reports
Go to Project -> Print -> Project Details menu for print project details in PDF report.
Go to Task -> Print -> Task Details menu for print task details in PDF report.
Task Delay Notifications - Overdue Task Notification
Under project configuration user can tick on 'Delay Task Start Notification' checkbox then inside set delay day(s).
Send email notification based on this start date + Delay Days(s).
User can see start date of project task.
Reminder will run auto everyday, Email notification should send only for those task which are not started.
Email notification sent to users whose tasks not started.
Under project configuration user can tick on 'Delay Task Deadline/Overdue Notification' checkbox then inside set delay deadline day(s)
Send email notification based on this Deadline Date + Delay Deadline Days(s)
User can see deadline date of project task.
Reminder will run auto everyday, Email notification should send when Today > Deadline date + Delay Days(s).
Email Notification sent to user whose task not completed and deadline date is overdue.
When user finish task moved to 'Done' stage task is completed.
Project Task and Subtask Checklist
To create a subtask go to Task menu and create a subtask.
Different symbols are given for depicting stages in the tasks.
All checklist changes and updates are tracked on task mail thread and user will received instant mail notification.
Remove Deadline Alerts from Completed Tasks
In odoo default flow user can see deadline on task kanban view even task is on done state.
User can also see task in tree view with due deadline appears in red color.
After Installing Module
On particular stage user need to enable "Task Completed".
User can see on configured state of kanban view task deadline not appeared.
User can see on tree view configured state task not appear in red color.
User can filter due deadline task by filter.
Task Scheduler Based on Deadline Date
Based on task deadline user can see task schedule on task tree view.
Based on task deadline user can see task schedule on task kanban view.
When user selects deadline on task "Schedule Task" automatically changed, If deadline passed then it will show "Overdue", if deadline is today it will show "Today", On next day "Tomorrow", on next week days "Next Week" and "Later" if more days.
By clicking on button on task as shown on bellow image user can set task as done with single click.
User can see button is checked and task moved to "Done" stage, user can see message on chatter also.
User can also see done task button on tree and kanban view and task moved to done stage.
User can restore task stage by clicking same button from task tree, form and kanban view, On clicking button user can see task stage changed, Also "Schedule Task" and button also disable.
User can also see message is sent to customer on chatter.
Advance Project Stage Organizer
While creating new project user can see that all stages will added by default to project.
On project form view user can see "Tasks Stages" fields and can select and set default stages for project.
Now user can select same stages on multiple project, While creating project user can choose/select required stages on that project and share same stages on multiple projects.
User can see that only selected stages will appear to projects, User can also select same stages for multiple projects.
On adding or removing "Tasks Stages" on project form view, "Projects" on stages also updated.
Create Meeting from Task
Create meeting from task using button.
Open wizard for Enter meeting date.
View total created Meeting in task form
View created Meeting list.
View Task button on meeting form.
Automatic User Assignment on Tasks
User can configure Assign user to task for New project.
Assign automatically default user and stage when create a New project.
Automatically add New project in configured stage.
User can configure stages and users for auto assign user to task on stage change.
User can see assign user to task in kanban view.
Project Task Unique Sequence Numbering
Automatically create unique sequence number for New project.
Configure Unique Sequence Number with Prefix for new task.
Automatically create unique sequence number without prefix for Task.
Automatically create unique sequence number with prefix for New Task.
Task Deadline Reminder
User can create a task reminder by checking on checkbox.
Task Timesheet Limit Reminder
User can check initial hours and total spend timesheet hours.
Automatically check initial hours and total spend hours then send mail.
See the detail of task, initial hours and total spend hours.
Quick Task Create from Sales
You can create task from sale order with using 'ADD A Task' button so one popup will be open.
You can provide task details with using add a task popup and click on save & close button.
You can see smart button for task in sale order, when you click on that button, created task will be open.
You can see created task is open from sale order and also provide order number.
Project Task Tags History on Chatter
User can see there is no tags added on task and no history for tags on chatter.
When tags added to task, user can see created tags history with added tags on task chatter as shown bellow.
When task tags updated user can see created tags history with previous tags and new added tags on task chatter as bellow.
Given below is the sample of import file.
In this wizard you have to upload properly formatted CSV or XLS file you want to import.
This is the tree view of task created from given data file.
This is the form view of task created from given data file.
Project Own Checklist
Goto Project -> Configuration -> Project Checklist menu in that create project checklist with description.
User can create project checklist template and select multiple checklist template.
Goto Project and under 'Checklist' tab user can select multiple project checklist template for that project.
When user select project checklist template, its record added by default.
User can see project checklist has New, Complete and Cancel state also it will count based on checklist Complete. Click on check icon to complete checklist and cancel icon to cancel checklist.
Checklist Progress Percentage in Projects List view
Checklist Progress Percentage in Projects Kanban view.
18.0.0.0
Initial release of the app.
18.0.0.7
Bug Fixes.
In case any bugs or issue (Except data recovery)
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