Services¶ Project Overview Overview Introduction to Odoo Project Transcript Configuration and basic usage How to set up & configure a project? Overview Installing the Project module Creating a new project Manage your project’s stages Add your project’s stages Rearrange stages Visualize a project’s tasks Create a task View your tasks with the Kanban view Sort tasks in your Kanban view Manage deadlines with the Calendar view How to manage & collaborate on tasks? Responsibilities Followers Project: follow a project to follow the pipe Task: follow a specific task Choose which action to follow Time management: analytic accounts Record a timesheet on a project: Record a timesheet on a task: Document Management in tasks Collaborate on tasks Create a task from an email The Chatter, status and follow-up. The description of the task, the Pad Tasks states Set the state of a task Custom states Color Tags How to record time spent? Overview Configuration Recording timesheets Recording in a project Recording in a task Planning your project How to plan and track employees’ assignments? Configuration Manage tasks with views Get an overview of activities with the kanban view Add/rearrange stages Sort tasks by priority Track the progress of each task with the list view Keep an eye on deadlines with the Calendar view How to forecast tasks? Introduction to forecast How to configure the projects? Configure the project application Configure a specific project. How to create a forecast? What are the difference between the views? By users : people management Plan the workload Gantt view advantages By projects: project management Gantt view advantages Advanced How to create tasks from sales orders? Configuration Install the required applications Create and set up a product Create the Sales Order Access the task generated from the sale order How to gather feedback from customers? Overview How to gather feedbacks from customers How to get a Customer feedback? Project configuration Email Template Reporting How to display the ratings on your website? Awesome Timesheet App Demonstration Video Transcript Helpdesk Get started with Odoo Helpdesk Overview Getting started with Odoo Helpdesk Set up Helpdesk teams How to set up different stages for each team Start receiving tickets How can my customers submit tickets? Tickets have been created, now what? How do I mark this ticket as urgent? What if a ticket is blocked or is ready to be worked on? How can my employees log time against a ticket? How to allow your customers to rate the service they received Record and invoice time for tickets The modules needed Get started to offer the helpdesk service Step 1 : start a helpdesk project Step 2 : gather a helpdesk team Step 3 : launch the helpdesk service Solve issues and record time spent Step 1 : place an order Step 2 : link the task to the ticket Step 3 : record the time spent to help the client Step 4 : invoice the client Edit on GitHub
