Project: Projects + Tasks
Purpose
The purpose of this document is to teach you about the links and menu options presented on the individual project cards on the Projects overview page. You can access this page from anywhere in the app by clicking Projects.
Process
To get started, navigate to the Project app.
This landing page will show all existing projects in kanban view.
Project Cards
Each project is represented by a kanban card with the project name, the customer name, and other links and features, based on your app's configuration.
Project Card Menu
Menu: This dropdown menu gives you a few different options for your project.
Share: This option will generate a link that you can share the project with others. From this modal window, you'll select the recipients to share with, add a note, and click send. They'll receive the invitation based on their Odoo notification preferences.
Edit: This will take you to the product details form. Read more about these options in the Basic Project Workflow documentation.
Customer Ratings: This will take you to the customer rating overview for the project if enabled. This option displays only if ratings are enabled in your Project app settings. See Project Ratings for more information.
Color: Selecting a color from this menu will display a left-hand border on the card.
Project Card Links
Each project card has between two and four different links, depending on the configuration of the app and individual project.
Priority: This icon works as a toggle to turn priority off or on. When on, the star displays as gold and lets you know that it needs special attention.
Ratings: If ratings are enabled in your app settings, you'll see a link that shows either a percentage or "No ratings yet". Click that link to see detailed rating data. See the Project Ratings documentation for a detailed walkthrough.
Tasks
Good to Know!
The text on this link will depend on your project settings. By clicking the menu , then Edit, you can rename what tasks are called.
The default setting is "Tasks", but in our example, it's been changed to "Steps".
Click the link to see a list of all the pending tasks and subtasks for the project.
Profitability / Overview
Good to Know!
The text on this link will depend on the configuration of your Project app. It will be PROFITABILITY unless Timesheets are enabled in the app settings. In that case, it will be OVERVIEW.
If the card shows PROFITABILITY, clicking it will take you to the Costs & Revenues page which lists out all tasks and sub-tasks for the project.
If the card shows overview, clicking it will take you to the Overview page. Our example reflects a project where both Forecasts and Timesheets are enabled. This page displays hours and profitability, time spent by people, as well as timesheets and forecasts.
Planning: When Planning is enabled, this link will take you to a Gantt chart with the tasks you've scheduled for individual employees. Read more about the project planning feature in the Using Forecasts with Projects documentation.
