概要
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.
プロパティフィールド
Customize your tasks by adding new fields with extra information.
複数のプロジェクト
同時に一つ又は複数のプロジェクトに取り組んで複数プロジェクトの分析や検索を行います。
Automated actions
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, …
Mobile app
Track projects and tasks easily on the move. Stay connected, always.
Views
大画面表示
大画面用での閲覧を最適化し、右側にスクロール可能なチャター含みます。
カレンダー表示
Use the calendar view to overlook project deadlines. Simply drag and drop tasks in the calendar to reschedule.
かんばんビュー
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.
タスク
マルチチャンネル
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.
依存関係
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
かんばんビューから新しいタスクを作成する際、タグの設定、ユーザの割当、時間の割当、優先度の高いタスクの設定など、フォームビューを開くことなく、テキストショートカットを使って即座に設定できます。
コミュニケーション
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.
顧客満足度
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
ワンクリックで作業をフォローし、関連する行動について通知を受け取ります。
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.
カスタマーポータル
ポータルユーザーが一箇所で、自分に関する作業や通信情報にアクセスできます。
請求管理
請求
Apply various policies to bill your clients: fixed price, milestones, or time and material. Automatically invoice time spent on tasks.
Invoicing policy
タイムシートはいつ請求をできるかを決定：請求しない（社内または固定価格プロジェクト）、作成時または承認時。
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.
レポート作成
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..
作業分析
作業について統計を取得し、プロジェクトのパフォーマンスを分析します。
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
作業にピボットテーブルを使って、プロジェクトのパフォーマンスに関する詳細な統計分析を行います。
ダッシュボード
設定済みのダッシュボードを使用してまたは高度なレポートエンジンで、自分のダッシュボードを作成します。チームとフィルターを共有できます。
連携
タイムシート
Track time spent on projects and tasks using the timesheet app. もっと詳しく知る
販売
Set up rules to automate project or task creation. もっと詳しく知る
フィールドサービス
Manage onsite interventions in a dedicated project. もっと詳しく知る
計画管理
Plan resource allocation across projects. もっと詳しく知る
経費
Track the expenses linked to your project and reinvoice expenses on projects in batches. もっと詳しく知る
ヘルプデスク
Convert your project tasks into tickets and vice versa. もっと詳しく知る
