How to Create and Manage Tasks in Odoo 17.
In the world of project management, Odoo 17 Projects stands out as an invaluable tool, offering a structured and efficient approach to task creation and management. This blog examines the functionalities of Odoo 17 Projects, specifically focusing on task management.
Suppose a software development company Technians is developing a new software application. Here, the development of a particular software application can be considered the project. Then there will be different team members to complete the project. To ease the work different team members who are experts in handling different types of software development activities will be entrusted with different tasks. For Example, there may be a back-end team, front-end team, etc. They do their work separately. But their common goal is to complete the project in a successful way. After each one completes the task the tasks are compiled for the completion of the project.
In short, we can say that project teams divide their project into different tasks for the ease of managing the work. This is why the Odoo Project module enables us to create tasks under different projects.
Create Tasks
In the Odoo Projects module we can find different menus. Projects, Tasks, Reporting, and Configuration are the menus that we can access in this module. The project menu helps us to create and manage projects, whereas the Tasks menu helps us to manage tasks.
This is the Tasks menu and in this page, we can find the different tasks created by the company. We can find the details like Task Name, Project name, Assigned to details, Company name, hours spent, etc here. All these details can be accessed here, as we have already entered these details while creating the tasks.
So, we can check how to create Tasks.
Use the New for this purpose.
This is our task creation form.
Task Title: Here we have to enter the task title or the name that we would like to give the task.
Project: Then we have to enter the Project name. This is to identify the project to which the task belongs. We can also create tasks from each project. This we can check later.
Assigned to: This will help the project team to assign the task to a particular employee or a group of employees.
Deadline: The date on which the task has to be completed.
Tags: We can select the tags from the list to specify the task.
Customer: The details of the customer or client have to be provided here.
Description: This will help the team members or assigned persons to know more about the task.
Parent task: If we are creating this task under any other task we can also add a parent task. If we choose a parent task, the newly created task will automatically become a sub-task.
Sales Order Item: We can add the Sales order details for the customer here.
Timesheet Tab
This tab helps us to add the timesheet representing the work hours of the employees.
Here we can set Initially Planned Hours. This is the expected time required for the completion of the task. Then we can create employee timesheets and update them.