Projects

Projects

Find out how to manage your projects and get a clear, precise view of current tasks, their profitability and your collaborators' timesheets in just a few clicks. Become an organized person in no time thanks to the Project application! Become an organised person in no time thanks to the Projet! application.

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Last Update	03/07/2025
Completion Time	1 hour 43 minutes
Members	63

Project configuration

6Lessons · 30 min
- Projects, tasks and sub-tasks
  
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- Project configurations
  
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- Project collaborators
  
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- Creation from a purchase order
  
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- Project based on timesheets
  
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- Task- and project-based milestones
  
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Project follow-up

5Lessons · 23 min
- Project follow-up
  
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- Monitoring the profitability of a project
  
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- Analyse the profitability of a project using analytical accounts
  
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- Provide access to the Project application on the customer portal
  
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- How to easily share project documents with your customers
  
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Version 17

9Lessons · 35 min
- Managing your projects in Odoo (V17)
  
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- What's new in V17 project tasks
  
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- Quick task creation in Odoo V17
  
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- Creation of sub-tasks, their statuses and dependencies (V17)
  
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- Several projects with the same project stages (V17)
  
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- Translate a personalised email template
  
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- Automate the sending of emails and SMS throughout your project with Odoo
  
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- How to create a project template
  
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- Discover the new To-do app (V17)
  
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V18

4Lessons · 15 min
- Modifying a Gantt view in Odoo - V18
  
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- Adding smart buttons to à la carte projects in Odoo V18
  
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- Shortcuts from the Project view
  
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- Odoo Tuto #889: Improve project management in Odoo with milestones and progress reports
  
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