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By: Anusha

ODOO PROJECT MANAGEMENT MODULE PART 2

Get arranged and systematized as fast as you can think of Odoo Project Management module. Odoo / Open ERP’s collaborative and real-time project management helps our team get work done and gets our project moving.

With the help of project management module, we can keep track of everything from the big tasks to the minute details, from the customer contract to the billing.

1.It has an easy-to-use interface, which takes no time to learn, and every action is instantaneous.

2.Integrate discussion fast with the Email Integration functionality.

3.Communicating with your team or clients and sharing suggestions and documents on tasks and issues are very easy.

4.Collaboratively edit the specifications or minutes of meetings inside the application only.

5.Projects are automatically integrated with customer contracts allowing you to invoice based on time & materials and record time sheets easily.

6 .Get alerts on followed events to stay up to date with what interests you.

7 Integrate client interaction on every problem/issue and get accurate reports on your team’s performance.

8 The incorporated Ether Pad feature allows several people to work on the same tasks, at the same time.

 

FEATURES

1 . Clean and fast

a ) Modern User Interface

A fast user interface designed for modern project management. Get all the information you need within very few clicks.

b ) Mobile

It is Mobile-friendly.Track projects and tasks easily on the move. Stay connected, always.

c ) Filters and Groups

We can easily Search tasks or issues with the smart filters and also we can easily analyze the data with the help of multi-level grouping.

d )Fully customizable

We can Customize the process of every project, easily rename stages and alerts according to your own activities, automate emails, etc.

2 . Tasks

a  ) Customized Kanban View

We can easily Drag & drop tasks with the kanban view. We can create Group tasks by stages, deadline, etc, and also we can Change the name of “task/issues” and Change the meaning of the green/red status. We can also Create specific stages per project.Define the process through custom tool-tips for each stage.Create tasks from sales orders.

b ) Calendar of Deadlines

We can Use the calendar view on tasks to highlight project deadlines and we can drag & drop tasks in the calendar to reschedule.

c ) Multi-projects

Work on single or multiple projects at the same time. Perform multi-project analysis and searches.

d ) Document Management

We can easily manage documents related to tasks, issues or projects.(specifications, plans, etc.)

e ) Gantt Chart

We can easily Manage tasks on a timeline with the Gantt chart view.The easiest way to track deadlines and timeline progress.

f ) Graphs

We can easily Get graph charts to analyze the progress of your tasks: by stage, by responsible, by tag, by project, etc.

g ) Pivot Table Analysis

We can Use the pivot table on tasks to perform deep statistical analysis on the performance of your projects.

h ) Time Tracking

We can Track expected hours, effective hours, re-forecasts on tasks.

 i ) Archive tasks

We can easily Archive tasks done and have a clear view of the other tasks you still need to work on. 

3 . Issues

a ) Customer tickets

Use issues to track tickets, support contracts, bug reports.

b ) Email integration

By email integration, we can communicate with our clients by email. Everything will be automatically attached to the issue to get a full visibility.

c ) Service Level

Link SLA-related information to issues: time to open a ticket, statistics on the volumes and performances, time to close a ticket etc.

d )Automate actions

Use triggers and automated actions to send automatic emails on different statuses: customer satisfaction survey, confirmation of ticket, etc.

4 . Communication

a ) Email Integration

Every project can have its own email address. Create tasks or issues by sending an email to the project. All recipients/cc. of the email will be added as a follower of the task. Communicate on tasks by email. 

b ) Custom Alerts

We can easily Follow up tasks within just a few clicks and get alerts based on relevant activities.

c ) Activity Log

The activity log attached to every task or issue gives you a detailed history of all activities on the document.

d ) Chat with users

We can Chat online with other users to get real-time answers/suggestions to your questions. And also we can use discussion groups to chat in tasks.

e ) Real Time Collaboration

We can use the ether pad integration to collaborate on tasks in real time with several users contributing to the same content.

5 . Customer Services

a ) Timesheets

We can easily Track time on projects and tasks using the timesheet app. Available as a Chrome plugin or a mobile app.

b ) Customer Satisfaction

Use the customer satisfaction rating survey to get feedback from customers every time you close an issue. Configure the automatic email sent to customers after each milestone and receive their feedback directly. Analyze overall rating by the project to improve your process.

c ) Forecasts

We can easily forecast projects and resources easily from the Gantt chart taking employee holidays into account. Compare forecasts with real-time sheets which help us to plan any new ideas.

d ) Portal front-end

Customers have access to their tickets from the portal.

6 . Sales

a ) Contracts

We can Manage fixed price (on milestones) or time and material based contracts. Automatically Invoice time spent on tasks or issues.

b ) From sales to tasks

Generate tasks based on sales orders or template of projects that you reuse from customer to customer.

7 . Multi-Purpose

a ) Internal Projects

We can track internal projects with tasks and manage teams efficiently by setting clear priorities.

b ) After Sales Services

Effortlessly manage after sales services requests and configure a customized process in the kanban view.

c ) Support Contracts

Automatically create issues by email, track support services and count hours on contracts.

d ) Customer projects

Forecast project resources, track tasks and milestones, record time sheet and analyze the performance of the team.


8 . Reporting

a ) Dashboard

We can use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team. 

b ) Issues analysis

We can Get statistics on the issues to analyze the performance of the customer service team. 

c ) Tasks analysis

We can easily get statistics on your tasks to analyze the performance of your projects.

9 . Integrations

a ) POWERFUL API

We can Use Odoo Project's powerful API to do almost anything: automate logs on tasks, connect other software, etc.

b ) GOOGLE DOCS

We can Use the Google Docs integration to link any document to the tasks or issues: specifications, plans, etc.

c ) EXPENSES

Reinvoice expenses on projects in batches.

d ) ACCOUNTING

It automatically creates invoices based on tasks or time sheets. Access direct information on customer statements.  




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