Project Management features

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<span class="o_store_link d-md-flex justify-content-md-center"> <a class="mx-md-3 px-3 dropdown-item" href="https://apps.odoo.com/apps/modules"><i class="fa fa-cube fa-fw me-2"></i>Third party apps</a> <a class="mx-md-3 px-3 dropdown-item" href="/ru_RU/app/studio"><i class="fa fa-pencil fa-fw me-2"></i>Odoo Studio</a> <a href="https://www.odoo.sh" class="mx-md-3 px-3"><i class="fa fa-cloud fa-fw me-2"></i>Odoo Cloud Platform</a> </span> </div> </li> <span class="border-end border-default me-lg-2 d-none d-md-inline"></span> <li role="presentation" class="nav-item"> <a role="menuitem" href="/ru_RU/app/project" class="nav-link "> <span>Overview</span> </a> </li> <li role="presentation" class="nav-item"> <a role="menuitem" href="/ru_RU/app/project-features" class="nav-link active"> <span>Features</span> </a> </li> </ul> </div> </header> <main> <div id="wrap" class="oe_structure"> <section class="s_affix"> <div class="container"> <div class="row"> <div class="col-lg-3 d-print-none d-none d-lg-block" role="complementary"> <nav id="features_affix"></nav> </div> <div class="col-lg-9" role="main"> <section> <h2>Overview</h2> <div class="row"> <div class="col-md-6"> <h4>Intuitive user interface</h4> <p>Handle your projects in a user-oriented interface designed for modern project management.</p> </div> <div class="col-md-6"> <h4>Project management tools</h4> <p>Tailor each project to your needs using stages, property fields, and tags, and set up priorities and color codes.</p> </div> <div class="col-md-6"> <h4>Property fields</h4> <p>Customize your tasks by adding new fields with extra information.</p> </div> <div class="col-md-6"> <h4>Multi-project</h4> <p>Work on single or multiple projects at the same time. Perform multi-project analysis and searches.</p> </div> <div class="col-md-6"> <h4>Automated actions</h4> <p>Set automated actions to trigger changes based on user actions or a predefined frequency. Different automated actions are possible, such as creating or updating records, assigning tasks to specific users, sending emails or SMS, scheduling activities, …</p> </div> <div class="col-md-6"> <h4>Mobile app</h4> <p>Track projects and tasks easily on the move. Stay connected, always.</p> </div> </div> </section> <section> <h2>Views</h2> <div class="row"> <div class="col-md-6"> <h4>Large screen view</h4> <p>Optimized view for larger screens, with a scrollable chatter on the right.</p> </div> <div class="col-md-6"> <h4>Calendar view</h4> <p>Use the calendar view to overlook project deadlines. Simply drag and drop tasks in the calendar to reschedule.</p> </div> <div class="col-md-6"> <h4>Kanban view</h4> <p>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.</p> </div> <div class="col-md-6"> <h4>Gantt view</h4> <p>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.</p> </div> <div class="col-md-6"> <h4>List view</h4> <p>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.</p> </div> </div> </section> <section> <h2>Tasks</h2> <div class="row"> <div class="col-md-6"> <h4>Multi-channel</h4> <p>Create your tasks manually, or automate the process using email aliases, web forms, or batch imports.</p> </div> <div class="col-md-6"> <h4>Assign tasks</h4> <p>Choose the responsible person for a task and add followers that are notified of any changes in the task.</p> </div> <div class="col-md-6"> <h4>Rich text editor</h4> <p>Include headlines, links, media, and to-do lists in task descriptions. Collaborate virtually and increase your productivity.</p> </div> <div class="col-md-6"> <h4>Sub-tasks</h4> <p>Create multi-level subtasks to give your work more structure. From a task's Kanban card, view its sub-tasks.</p> </div> <div class="col-md-6"> <h4>Recurring tasks</h4> <p>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.</p> </div> <div class="col-md-6"> <h4>Dependencies</h4> <p>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.</p> </div> <div class="col-md-6"> <h4>Milestones</h4> <p>Use milestones to track major progress points that must be reached to achieve success.</p> </div> <div class="col-md-6"> <h4>Batch actions</h4> <p>Use the List view to perform actions on multiple tasks with just one click.</p> </div> <div class="col-md-6"> <h4>Convert task to ticket</h4> <p>Change your task into a support ticket in just a few click.</p> </div> <div class="col-md-6"> <h4>Archive tasks</h4> <p>Archive finished tasks and have a view of the ones you still need to work on.</p> </div> <div class="col-md-6"> <h4>My tasks view</h4> <p>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.</p> </div> <div class="col-md-6"> <h4>Text shortcut</h4> <p>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.</p> </div> </div> </section> <section> <h2>Communication</h2> <div class="row"> <div class="col-md-6"> <h4>Chatter</h4> <p>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.</p> </div> <div class="col-md-6"> <h4>Email integration</h4> <p>Communicate with your customers by email. Everything is automatically attached to the task for full visibility.</p> </div> <div class="col-md-6"> <h4>Email and SMS templates</h4> <p>Use templates to send automatic messages on different stages: confirmations, customer satisfaction surveys, notifications, and more.</p> </div> <div class="col-md-6"> <h4>Customer satisfaction</h4> <p>Use the customer satisfaction rating survey to get feedback. Analyze overall rating by project to improve your processes.</p> </div> <div class="col-md-6"> <h4>Visibility levels</h4> <p>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.</p> </div> <div class="col-md-6"> <h4>VoIP</h4> <p>Make phone calls directly from the interface.</p> </div> <div class="col-md-6"> <h4>Custom alerts</h4> <p>Follow tasks in just a click and get alerts based on relevant activities.</p> </div> <div class="col-md-6"> <h4>Chat with users</h4> <p>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.</p> </div> <div class="col-md-6"> <h4>Real-time collaboration</h4> <p>Collaborate on tasks with several colleagues on the same content, at the same time, thanks to Odoo native HTML editor.</p> </div> <div class="col-md-6"> <h4>Customer portal</h4> <p>Portal users can have access to tasks and communicate about them, all in the same place.</p> </div> </div> </section> <section> <h2>Выставление счетов</h2> <div class="row"> <div class="col-md-6"> <h4>Billing</h4> <p>Apply various policies to bill your clients: fixed price, milestones, or time and material. Automatically invoice time spent on tasks.</p> </div> <div class="col-md-6"> <h4>Invoicing policy</h4> <p>Decide when a timesheet is invoiceable: never (internal or fixed price project), at creation or at validation.</p> </div> <div class="col-md-6"> <h4>Project creation from Sales order</h4> <p>Easily create a project or task from a sales order and streamline processes between teams.</p> </div> <div class="col-md-6"> <h4>Sales Order creation from Project</h4> <p>Create a Sales Order directly from projects or tasks and make the invoicing much smoother.</p> </div> </div> </section> <section> <h2>Reporting</h2> <div class="row"> <div class="col-md-6"> <h4>Project Updates</h4> <p>Generate project status reports in a couple of clicks and get an overview of your project's profitability.</p> </div> <div class="col-md-6"> <h4>Budget management</h4> <p>Compare expected and actual revenues and costs for your project..</p> </div> <div class="col-md-6"> <h4>Tasks Analysis</h4> <p>Get statistics on your tasks to analyze the performance of your projects.</p> </div> <div class="col-md-6"> <h4>Burndown chart</h4> <p>Make sure your project is on track and check the project progress.</p> </div> <div class="col-md-6"> <h4>Time tracking</h4> <p>Track the expected and effective hours to forecast future workload.</p> </div> <div class="col-md-6"> <h4>Graph View</h4> <p>Get graph charts to analyze the progress of your tasks: by stage, assignee, tag, project, and more.</p> </div> <div class="col-md-6"> <h4>Pivot View</h4> <p>Use the pivot table on tasks to perform deep statistical analysis on the performance of your projects.</p> </div> <div class="col-md-6"> <h4>Dashboard</h4> <p>Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.</p> </div> </div> </section> <section> <h2>Integrations</h2> <div class="row"> <div class="col-md-6"> <div class="x_wd_app_card d-flex flex-column h-100 position-relative p-4"> <div class="d-flex align-items-center"> <img width="60" height="60" class="bg-white shadow-sm rounded-1 p-2 me-3" src="//download.odoocdn.com/icons/sale_timesheet/static/description/icon.svg" alt="Odoo Sales Timesheet icon" loading="lazy"/> <h5 class="my-0">Sales Timesheet</h5> </div> <p class="my-3">Track time spent on projects and tasks using the timesheet app.</p> <a class="stretched-link mt-auto" href="/ru_RU/app/timesheet">Discover ⟶</a> </div> </div> <div class="col-md-6"> <div class="x_wd_app_card d-flex flex-column h-100 position-relative p-4"> <div class="d-flex align-items-center"> <img width="60" height="60" class="bg-white shadow-sm rounded-1 p-2 me-3" src="//download.odoocdn.com/icons/sale/static/description/icon.svg" alt="Odoo Продажи icon" loading="lazy"/> <h5 class="my-0">Продажи</h5> </div> <p class="my-3">Set up rules to automate project or task creation.</p> <a class="stretched-link mt-auto" href="/ru_RU/app/sales">Discover ⟶</a> </div> </div> <div class="col-md-6"> <div class="x_wd_app_card d-flex flex-column h-100 position-relative p-4"> <div class="d-flex align-items-center"> <img width="60" height="60" class="bg-white shadow-sm rounded-1 p-2 me-3" src="//download.odoocdn.com/icons/industry_fsm/static/description/icon.svg" alt="Odoo Выездное обслуживание icon" loading="lazy"/> <h5 class="my-0">Выездное обслуживание </h5> </div> <p class="my-3">Manage onsite interventions in a dedicated project.</p> <a class="stretched-link mt-auto" href="/ru_RU/app/field-service">Discover ⟶</a> </div> </div> <div class="col-md-6"> <div class="x_wd_app_card d-flex flex-column h-100 position-relative p-4"> <div class="d-flex align-items-center"> <img width="60" height="60" class="bg-white shadow-sm rounded-1 p-2 me-3" src="//download.odoocdn.com/icons/planning/static/description/icon.svg" alt="Odoo Планирование icon" loading="lazy"/> <h5 class="my-0">Планирование</h5> </div> <p class="my-3">Plan resource allocation across projects.</p> <a class="stretched-link mt-auto" href="/ru_RU/app/planning">Discover ⟶</a> </div> </div> <div class="col-md-6"> <div class="x_wd_app_card d-flex flex-column h-100 position-relative p-4"> <div class="d-flex align-items-center"> <img width="60" height="60" class="bg-white shadow-sm rounded-1 p-2 me-3" src="//download.odoocdn.com/icons/hr_expense/static/description/icon.svg" alt="Odoo Расходы icon" loading="lazy"/> <h5 class="my-0">Расходы</h5> </div> <p class="my-3">Track the expenses linked to your project and reinvoice expenses on projects in batches.</p> <a class="stretched-link mt-auto" href="/ru_RU/app/expenses">Discover ⟶</a> </div> </div> <div class="col-md-6"> <div class="x_wd_app_card d-flex flex-column h-100 position-relative p-4"> <div class="d-flex align-items-center"> <img width="60" height="60" class="bg-white shadow-sm rounded-1 p-2 me-3" src="//download.odoocdn.com/icons/helpdesk/static/description/icon.svg" alt="Odoo Служба поддержки icon" loading="lazy"/> <h5 class="my-0">Служба поддержки</h5> </div> <p class="my-3">Convert your project tasks into tickets and vice versa.</p> <a class="stretched-link mt-auto" href="/ru_RU/app/helpdesk">Discover ⟶</a> </div> </div> </div> </section> </div> </div> </div> </section> </div> <div id="o_shared_blocks" class="oe_unremovable"></div> </main> <footer id="bottom" data-anchor="true" data-name="Footer" class="o_footer o_colored_level o_cc o_footer_slideout"> <div id="footer" class="container o_not_editable "> <span class="o_logo o_logo_inverse d-block mx-auto o_footer_logo my-5"></span> <div class="row"> <div class="col-12 col-lg-7 col-xl-6"> <div class="row"> <div class="col-12 col-md-4 mb-3 mb-md-0"> <div class="row"> <div class="col-6 col-md-12"> <span 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role="menuitem" href="/ja_JP/app/project-features" data-url_code="ja_JP" title=" 日本語"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/jp.png?height=25" alt="" loading="lazy"/> <span class=""> 日本語</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/ko_KR/app/project-features" data-url_code="ko_KR" title=" 한국어 (KR)"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/kr.png?height=25" alt="" loading="lazy"/> <span class=""> 한국어 (KR)</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/pl_PL/app/project-features" data-url_code="pl_PL" title=" Język polski"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/pl.png?height=25" alt="" loading="lazy"/> <span class=""> Język polski</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/pt_BR/app/project-features" data-url_code="pt_BR" title=" Português (BR)"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/br.png?height=25" alt="" loading="lazy"/> <span class=""> Português (BR)</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/ro_RO/app/project-features" data-url_code="ro_RO" title=" română"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/ro.png?height=25" alt="" loading="lazy"/> <span class=""> română</span> </a> <a class="dropdown-item js_change_lang active" role="menuitem" href="/ru_RU/app/project-features" data-url_code="ru_RU" title=" русский язык"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/ru.png?height=25" alt="" loading="lazy"/> <span class=""> русский язык</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/sk_SK/app/project-features" data-url_code="sk_SK" title=" Slovenský jazyk"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/sk.png?height=25" alt="" loading="lazy"/> <span class=""> Slovenský jazyk</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/sl_SI/app/project-features" data-url_code="sl_SI" title=" slovenščina"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/si.png?height=25" alt="" loading="lazy"/> <span class=""> slovenščina</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/es/app/project-features" data-url_code="es" title=" Español (América Latina)"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/419.png?height=25" alt="" loading="lazy"/> <span class=""> Español (América Latina)</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/es_ES/app/project-features" data-url_code="es_ES" title=" Español"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/es.png?height=25" alt="" loading="lazy"/> <span class=""> Español</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/th_TH/app/project-features" data-url_code="th_TH" title=" ภาษาไทย"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/th.png?height=25" alt="" loading="lazy"/> <span class=""> ภาษาไทย</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/tr_TR/app/project-features" data-url_code="tr_TR" title=" Türkçe"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/tr.png?height=25" alt="" loading="lazy"/> <span class=""> Türkçe</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/uk_UA/app/project-features" data-url_code="uk_UA" title=" українська"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/ua.png?height=25" alt="" loading="lazy"/> <span class=""> українська</span> </a> <a class="dropdown-item js_change_lang " role="menuitem" href="/vi_VN/app/project-features" data-url_code="vi_VN" title=" Tiếng Việt"> <img class="o_lang_flag " src="https://odoocdn.com/base/static/img/country_flags/vn.png?height=25" alt="" loading="lazy"/> <span class=""> Tiếng Việt</span> </a> </div> </div> </div> <hr class="mt-3 mb-4"/> <p class="small text-muted">Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.</p> <p class="small text-muted mb-4">Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.</p> <div class="o_footer_social_media mb-4"> <a target="_blank" href="https://www.facebook.com/odoo" class="me-3"><i class="fa fa-fw fa-facebook"></i></a> <a target="_blank" href="https://twitter.com/Odoo" class="me-3"><i class="fa fa-fw fa-twitter"></i></a> <a target="_blank" href="https://www.linkedin.com/company/odoo" class="me-3"><i class="fa fa-fw fa-linkedin"></i></a> <a target="_blank" href="https://github.com/odoo/odoo" class="me-3"><i class="fa fa-fw fa-github"></i></a> <a 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Project Management features | Odoo