Essentials
Intuitive user interface
Handle your projects in a user-oriented interface designed for modern project management.
Project management tools
Tailor each project to your needs using stages, property fields, and tags, and set up priorities and color codes.
Property fields
Customize your tasks by adding new fields with extra information.
Multi-project
Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Automated actions
Trigger automated actions based on user activity or a set schedule. Create or update records, assign tasks, send emails or SMS, schedule activities, and more.
Mobile app
Track projects and tasks easily on the move. Stay connected, always.
Views
Large screen view
Optimized view for larger screens, with a scrollable chatter on the right.
Calendar view
Use the calendar view to overlook project deadlines. Simply drag and drop tasks in the calendar to reschedule.
Kanban view
Overlook all your project with a visual dashboard. Drag and drop tasks between stages. A progress bar shows the status of each task. Filter and group tasks by stages, assignees, deadlines, keywords, and more.
Gantt view
Manage tasks on a timeline and track deadlines, progress, and task dependencies. Forecasts projects and resources easily, taking employee holidays into account. Compare the planned and effective hours. Allocate resources and use drag and drop to update the tasks.
List view
Group, filter, and analyze your tasks using the list view. Select several projects to edit fields in batch or to perform batch actions such as export, archive, delete, share project, send email, send sms. Export or import the tasks to a spreadsheet to analyze your data.
Tasks
Multi-channel
Create your tasks manually, or automate the process using email aliases, web forms, or batch imports.
Assign tasks
Choose the responsible person for a task and add followers that are notified of any changes in the task.
Rich text editor
Include headlines, links, media, and to-do lists in task descriptions. Collaborate virtually and increase your productivity.
Sub-tasks
Create multi-level subtasks to give your work more structure. From a task's Kanban card, view its sub-tasks.
Recurring tasks
Simplify your workflows by creating daily, weekly or monthly recurring tasks. Get ahead of the planning of your reccuring tasks: a new task is immediately created once the previous one is marked as done.
Dependencies
Set up dependencies among tasks to add a structural framework and enhance the organization of your work. Tasks can automatically be rescheduled in case of conflict.
Milestones
Use milestones to track major progress points that must be reached to achieve success.
Batch actions
Use the List view to perform actions on multiple tasks with just one click.
Convert task to ticket
Change your task into a support ticket in just a few click.
Archive tasks
Archive finished tasks and have a view of the ones you still need to work on.
My tasks view
Follow your ongoing tasks across multiple projects in one view. You can create private tasks and even a personal pipeline with private stages to stay organized.
Text shortcut
When creating a new task from the kanban view, configure it instantly using text shortcuts: set tags, assign users, allocate hours, and set it to high priority directly without opening the form view.
Communication
Chatter
Centralize all actions in a single activity log: calls, emails, meetings, reminders, and work notes are all tracked in the task. Tag colleagues, message clients, add media files and reactions.
Email integration
Communicate with your customers by email. Everything is automatically attached to the task for full visibility.
Email and SMS templates
Use templates to send automatic messages on different stages: confirmations, customer satisfaction surveys, notifications, and more.
Customer satisfaction
Use the customer satisfaction rating survey to get feedback. Analyze overall rating by project to improve your processes.
Visibility levels
Share your project with external and internal users, allowing them view only or edit access. Add and remove colleagues from followers list, keeping everyone in the loop at all times.
VoIP
Make phone calls directly from the interface.
Custom alerts
Follow tasks in just a click and get alerts based on relevant activities.
Chat with users
You can chat from a task with other users to get real-time answers to your questions. Add multiple users to a conversation to create a group chat.
Real-time collaboration
Collaborate on tasks with several colleagues on the same content, at the same time, thanks to Odoo native HTML editor.
Customer portal
Portal users can have access to tasks and communicate about them, all in the same place.
Obračun
Billing
Apply various policies to bill your clients: fixed price, milestones, or time and material. Automatically invoice time spent on tasks.
Invoicing policy
Decide when a timesheet is invoiceable: never (internal or fixed price project), at creation or at validation.
Project creation from Sales order
Easily create a project or task from a sales order and streamline processes between teams.
Sales Order creation from Project
Create a Sales Order directly from projects or tasks and make the invoicing much smoother.
Reporting
Project Updates
Generate project status reports in a couple of clicks and get an overview of your project's profitability.
Budget management
Compare expected and actual revenues and costs for your project..
Tasks Analysis
Get statistics on your tasks to analyze the performance of your projects.
Burndown chart
Make sure your project is on track and check the project progress.
Time tracking
Track the expected and effective hours to forecast future workload.
Graph View
Get graph charts to analyze the progress of your tasks: by stage, assignee, tag, project, and more.
Pivot View
Use the pivot table on tasks to perform deep statistical analysis on the performance of your projects.
Dashboard
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.