Services¶ Project Overview Get Started with Project Creating a new project Manage your project’s stages Rearrange stages Share Projects and Tasks Share projects and tasks Tasks Get Started with Tasks Create a task Assignation Sort tasks by priority Manage files in tasks Set cover images in tasks Choose how to visualize tasks Work with Sub-tasks Configuration Select a specific project in which sub-tasks will be created by default Timesheet on sub-tasks Transform an existing task into a sub-task Unlink a sub-task from a parent task Collaborate on Tasks Add followers to a project Add followers to a task Select which notifications to get Use the pad like a collaborative note The Chatter Schedule activities Edit or create new activities types Create Project’s Tasks from an Email Alias Set up an incoming email server Configure the email alias in your project Planning Forecast Resources Across Projects Allocate times under shifts Compare forecast hours with the effective ones Record Time and Invoice Record Time Spent on Tasks Manually timesheet on task Time tasks Invoice Time Spent on Tasks Enable the Timesheet feature Create a sales order and invoice from a task Create a sales order and invoice from a project Invoice only approved timesheets Advanced Advanced Project Settings Create advanced projects Choose who can access a project Timesheet and record time on tasks Create sales orders from a task Track the material used on a task Take advantage of worksheets Schedule shifts on projects Manage employees work hours Share stages across projects Gather Feedback from Customers Set up Choosing the projects I want feedback from Get reports Create Projects and Tasks from Sales Orders Product set up Confirm a quotation and have a project/task created Access the task generated from Project Record the time spent and create an invoice Track Projects’ Profitability Track costs and revenue If you have the Timesheets application installed If you do not have the Timesheets application installed Reporting Timesheets Overview Get Started with Timesheets Choose an encoding unit Create a task from a SO & timesheet on it Choose an Invoicing Policy Send reminders Compare Hours and do Analyses Compare the planned and effective hours of your tasks HR analysis Create Timesheets upon Time Off Validation Field Service Overview Invoicing Time and Material to Customers Get the exact time spent on a task Sign and send reports & validate stock-picking Invoice your time and material Keeping Track of Stock Set up your Field Service project Manage your Employees’ Schedules and Time Off Effortlessly see employees’ time off Easily manage employees’ schedules Unassigned tasks Planning an Itinerary Have an itinerary displayed directly in Odoo Worksheets Customize Worksheet Reports Enable the feature Designing worksheets Sales Create Quotations from Tasks Enable the feature Create Onsite Interventions Tasks from Sales Orders Enable the feature Helpdesk Plan Onsite Interventions from Helpdesk Tickets Enable the feature Helpdesk Overview Getting Started Set up teams Team’s productivity and visibility Set up stages and share it among teams Service Level Agreements (SLA) Create your policies SLA Analysis Start Receiving Tickets Channels options to submit tickets Email Alias Website Form Live Chat Prioritize tickets Reports for a Better Support Cases Save filters Forum and eLearning Forum Set up eLearning Set up Ratings Set up Ratings visible on the customer portal Timesheet and Invoice Invoice Time Spent on Tickets (Prepaid Support Services) Set up Step 1: Set up a helpdesk team Step 2: Set up a service Prevision an invoice and record time Step 1: Place an order Step 2: Invoice the customer Step 3: Link the task to the ticket Step 4: Record the time spent Invoice Time Spent on Tickets (Postpaid Support Services) Configuration Create a sales order and an invoice Advanced After Sales Features Set up the after sales services Generate credit notes from tickets Allow product returns from tickets Grant coupons from tickets Repairs from tickets Plan onsite interventions from tickets Allow Customers to Close their Tickets Configure the feature The Costumer Portal Get reports on tickets closed by costumers Planning Overview Create a Schedule and Make Encoding Easier Organize your team by roles Make shifts recurrent Save shifts as templates Duplicate a planning from the previous week Send Planned Shifts and Give Employees Autonomy Over Shifts Publish and send the planned week by email Let employees unassign themselves from shifts Edit on GitHub
