Odoo 9 Project Management
In this video we look at the core features of Odoo's Project Manager Application
While Odoo's Project Manager is not the most featured filled project manager you will find it integrates tightly with other Odoo Applications and can be easily extended by an experienced Odoo Developer. In this video we look at the core features of Odoo's Project Manager Application.
TOPICS COVERED:- Installing the Project Management App
- Overview of the Dashboard and project cards
- Kanban view, and organization of tasks and stages
- Editing, moving, and assigning tasks
- Setting a deadline, using the calendar view, and assigning a customer
- Using Tags and task progress indicators
- Creating new projects and stages
- Adding documents and attachments to projects
LEARNING THE ODOO PROJECT MANAGEMENT APPLICATION
The Odoo Project Management Application is easy to learn and allows you to organize and manage project tasks directly within Odoo. Using the powerful communication tools built into Odoo you can easily collaborate with your team, assign tasks to employee's, and set deadlines for specific tasks. Odoo Project Management is simple to use but is flexible and easy to get started with.
WHY WOULD I WANT TO USE ODOO'S PROJECT MANAGER?
It's very true that compared to most stand alone project manager's Odoo's Project Manager lacks many features and is what you may call 'bare bones'. However this simplicity does have advantages when projects are a core part of the the production flow in your company. Odoo's project management application integrates with other Odoo applications. This combined with the ability to customize the Project Management application allows you to create powerful project management solutions that integrate sales, invoicing, accounting, and other aspects of your business in ways a standalone project manager never could.
GETTING STARTED WITH THE BASICS OF ODOO PROJECT MANAGEMENT
This video is aimed at people who are new to Project Management in Odoo 9 and wish to get an overview of the core features of the application. In future videos we will examine how to integrate Project Management with invoicing and do more advanced project forecasting. This video assumes you know the basics of Odoo. If you are brand new to Odoo you should first watch Odoo 9 Essentials to learn more about the overall interface of Odoo applications.
Your Instructor
Greg Moss started working with personal computers at 12 years old. At age 15, he wrote his first paid business application, a loan management application for First American Acceptance Corporation. A few months later Greg developed a statistical application to process surveys for John A Logan College. Now more than 30 years later, Greg has produced hundreds of commercial applications and training courses, and has been involved in numerous enterprise application projects.
In addition to completing degrees in Business Administration and Information Systems Design, Greg is a Certified Information Systems Auditor, a Six Sigma Black Belt, and holds an Information Assurance Certification from Carnegie Mellon University. In addition to his successful consulting practice, Greg has worked in positions as a Chief Information Officer (CIO), Chief Executive Officer (CEO), and excels in delivering technology-enabled growth to companies. He is an experienced digital marketer and focuses on real-world results and solutions.
Greg is the founder of First Class Ventures, LLC and OdooClass.com. Over the past 8 years Greg has produced over 200 video courses covering business application development and game design.
Greg is the author of Working with Odoo, Working with Odoo 10, Working with Odoo 11, Working with Odoo 12, and Learn Odoo.