This is a custom-built project management module for the Odoo ERP platform. It provides a straightforward system for managing projects, tasks, and stages from within Odoo.
- Project Management: Create and manage projects, assigning project managers and tracking start and end dates.
- Task Management: Organize tasks within projects, assign them to users, and set priorities and deadlines.
- Customizable Stages: Define unique stages for task workflows (e.g., To Do, In Progress, Review, Done).
- Kanban View: Visualize task progress in a Kanban-style board, with tasks grouped by stage.
- Progress Tracking: Task progress is automatically updated based on its stage.
- Deadline Reminders: Automatically schedules a "Deadline Reminder" activity for tasks with a set deadline.
- Chatter Integration: Tracks changes and facilitates communication on projects and tasks through Odoo's chatter feature.
- Access Control: Permissions are configured to control which users can create, view, edit, or delete projects and tasks.
The module is built around three core models:
- Project (
project.management): The main container for tasks. Each project has a name, description, project manager, and related tasks. - Stage (
project.task.stage): Represents a single stage in the task workflow. Stages are sortable and can be designated as a "folded" or "done" state in the Kanban view. - Task (
project.task.management): The individual work items that belong to a project. Each task has a description, assigned user, priority, and is associated with a specific stage.
- Ensure you have a running Odoo instance.
- Clone or download this module.
- Place the
project_managementdirectory into your Odooaddonspath. - Restart the Odoo server.
- Navigate to Apps in your Odoo instance.
- Click on Update Apps List.
- Search for "Project Management" and click Install.
After installation, the "Project Management" menu will be available in your Odoo dashboard.
- Create a Project: Navigate to
Project Management > Projectsand click "Create". Fill in the project details and assign a Project Manager. - Define Stages: Go to
Project Management > Configuration > Stagesto create or modify the stages for your task workflows. - Create Tasks: Open a project and go to the "Tasks" tab to create new tasks. Assign them to users, set deadlines, and place them in the appropriate stage.
- Update Task Status: Drag and drop tasks between stages in the Kanban view to update their status.
Author: Ziad Rohayiem