Project: Configuration: Settings

Purpose

The purpose of this document is to review the configuration options in the Odoo 14 Project application, and explain what each feature offers when enabled.

Process

To get started, navigate to the Project app.

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Tasks Management

 

Collaborative Pads: Collaborative pads are real-time text editors, and Odoo makes it easy to incorporate them into project management with an API key. If you don't use this type of service, leave this feature disabled.

Once enabled, you'll need to click Save to expose the Pad Server and Pad API Key fields, as shown. These values can be obtained from the Pad service.


Customer Ratings: To track customer satisfaction at specified stages, enable this option. When enabled, you can configure individual email templates for desired stages through the  set a rating email template on stages button. This button takes you to the Stages and is covered further in the Projects > Configuration: Stages documentation.

Sub-Tasks: Select this feature if you'd like the option to break your tasks into smaller sub-tasks. When enabled, you'll have the option to set parent tasks to new tasks, as well as access sub-tasks through a smart button on each project page.

Recurring Tasks: Select this feature to enable the Recurring field checkbox on a task for that, when enabled, will create a configurable Recurrence tab.


Time Management

 

Planning: Select this feature to schedule your teams across projects and estimate deadlines more accurately. When enabled, you can access the project's Planning by clicking planning on the project's kanban card.


Timesheets: Enable timesheets if you'd like to log time on tasks. This feature gives you the ability to track detailed timesheets, and charge the client for the time your employees spend on the job. 

Allocated Time Percentage: Enable this feature to assign and see your employee's allocated time percentage displayed in the Gantt view while using the Planning feature.

If you've made changes to these settings, be sure to click Save.