Overview

Responsive User Interface

Our system offers a modern user-centric interface with built-in features to manage your projects efficiently.

Smart Tools For Project Management

Customize each project to match your workflow with tags, custom fields, workflow stages, and visual cues.

Property Fields

Users can add new fields and write extra information to personalize specific tasks.

Multi-Tasking Attributes

Users can conduct detailed analyses and searches for a single or multiple projects at the same time.

AI-Enabled Actions

Users can define rules or set instructions to perform several key operations, such as assigning users, updating data, sending emails or texts, and scheduling activities based on events or user actions. .

Mobile Application

Users can monitor the progress of all the projects from anywhere on the mobile application.

Views

Large Screen View

Users can see an enhanced view on large screens, featuring a scrollable chat panel on the right.

Calendar View

It shows the deadlines of the running tasks, projects and all the operations going on. Users can also reschedule timelines for any project by simply dropping and dragging tasks in the calendar.

Kanban View

In Kanban view, users can easily monitor all the projects and check the progress update for each task on a visual dashboard by watching the progress bar. Users can move tasks between stages with drag-and-drop. Use filters to organize tasks by stages, team members, deadlines, and keywords.

Gantt View

Users can see a timeline-based representation of tasks that helps them visualize schedules, track progress, deadlines and task overlaps. It helps in allocating resources effectively by taking employee holidays into account and planning accordingly. It has features like the taskbar, zoom levels, grouping, filtering, rescheduling alerts, dependencies and more.

List View

The list view allows users to filter, analyze and group the tasks. Users can select multiple projects to edit fields in bulk or perform batch actions like export, archive, delete, share, send emails, or SMS. Import or export tasks through spreadsheets for advanced data handling and detailed analyses.

Tasks

Multi-Channel

Users can track and manage tasks automatically from several communication channels via email, live chat, website forms, social media and helpdesk tickets.

Task Assignment

Assign the required tasks to the qualified or responsible person and add your team members as followers who will receive notifications about updates.

Rich Text Editor

Users can format texts in task descriptions, notes, emails and website content with styles, such as italic, bold, bullet points, include headings, links, images and more.

Sub-Tasks

Users can organize or structure complex tasks with multiple subtasks to manage workflows more effectively. Easily view them from the task’s Kanban card.

Recurring Tasks

Users can set tasks to repeat again and again on their preferred schedule. Users can add daily, weekly, monthly and yearly recurring tasks. Once the task is completed, the system will automatically generate the next task based on the defined interval.

Dependencies

Create task dependencies to build a clear project framework. The system will auto-adjust task schedules if conflicts arise.

Milestones

Users can utilize milestones to highlight essential phases in the project that help them monitor the overall progress.

Batch Actions

Users can easily manage multiple tasks at once by using batch actions from the List view.

Transform the Task into a Ticket

Turn tasks into tickets in seconds with a few clicks, so your support team can follow up.

Archive Tasks

Use the archive option to hide completed tasks and stay focused on the pending tasks.

My Tasks View

Track your tasks across multiple projects in a single dashboard. Users can add private tasks and manage them through personal stages to stay organized.

Text Shortcut

Users can insert predefined text snippets quickly by using simple codes or keywords. It is efficient in data entry, documentation, and customer communication and saves time.

Communication

Chatter

It is a central communication hub where users can log every communication, emails, meetings, calls, reminders, track all actions in a clear timeline, mention teammates to collaborate instantly, send messages to clients without leaving the task and more.

Email Integration

Users can send, receive, and track emails within the system. It also offers two-way sync, automatic threading, templates, and log email history, and users can send emails from any module.

Email and SMS Templates

Allows users to create customized templates for emails and messages. These templates provide faster communication, consistency and less manual work across departments.

Customer Satisfaction

This built-in tool gathers customer feedback through customer satisfaction surveys, and users can analyze the ratings of all the projects and improve their progress.

Visibility Levels

You can add your team members to keep them in the loop or remove them anytime. You can also give them view-only or edit access and share your project with external or internal users.

VoIP

You don't need a separate phone system; you can make, receive and manage phone calls directly from your Odoo interface.

Custom Alerts

Within any module, users can set custom warning alerts, reminder messages and notifications to avoid any mistakes.

Chat With Users

By using this messaging system, you can interact or chat with groups, team members and customers directly within the platform.

Real-Time Collaboration

By using this tool, users can work together with multiple team members on projects, documentations and tasks and save time and resources.

Customer Portal

Customers can communicate with company by using this secure and fast communication channel.

Invoicing

Billing

This module allows you to automate and manage payments, invoices and billing workflows according to your defined policies, timeline, material and more.

Invoicing Policy

This automated module allows you to decide when an invoice will be generated before or after you deliver the products or services according to your industry standards and needs.

Create Projects From Sales Order

Link your project management workflows and sales, and automatically create projects from sales orders to make processes between teams efficient.

Create Sales Order From Projects

Accurately convert billable work logged in projects to create a sales order directly from a Project.

Reporting

Project Updates

It allows users to update progress, changes, deadlines and notes on project developments for any project easily.

Budget Management

Allocate, track, and handle expenses across multiple departments and provide a clear overview of expected vs actual costs and profits of any project.

Tasks Analysis

Get real-time reports and insights on all of your projects to evaluate performance, workloads and bottlenecks.

Burndown Chart

Get a visual representation of pending tasks and remaining time to ensure you stay on a given timeline.

Time Tracking

Easily record work hours, link them to tasks or projects, and monitor productivity to manage future workload effectively.

Graph View

Make informed decisions, follow trends, and analyze task progress based on the visual representation of data in charts, bar graphs, pie charts and line graphs.

Pivot View

Dynamically analyze or summarize large datasets and make financial reports, sales analysis and track project performance efficiently.

Dashboard

It provides a real-time summary of all of your business data in charts, graphs, KPIs and lists in a single layout. Odoo offers a built-in dashboard, or you can customize it according to your business needs.

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