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.
Customize your tasks by adding new fields with extra information.
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, …
Track projects and tasks easily on the move. Stay connected, always.
Use the calendar view to overlook project deadlines. Simply drag and drop tasks in the calendar to reschedule.
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.
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.
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.
Create your tasks manually, or automate the process using email aliases, web forms, or batch imports.
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.
Create multi-level subtasks to give your work more structure. From a task's Kanban card, view its sub-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.
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.
Use milestones to track major progress points that must be reached to achieve success.
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 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.
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.
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.
Use the customer satisfaction rating survey to get feedback. Analyze overall rating by project to improve your processes.
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.
Make phone calls directly from the interface.
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.
Collaborate on tasks with several colleagues on the same content, at the same time, thanks to Odoo native HTML editor.
Apply various policies to bill your clients: fixed price, milestones, or time and material. Automatically invoice time spent on tasks.
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.
Generate project status reports in a couple of clicks and get an overview of your project's profitability.
Compare expected and actual revenues and costs for your project..
Make sure your project is on track and check the project progress.
Track the expected and effective hours to forecast future workload.
Get graph charts to analyze the progress of your tasks: by stage, assignee, tag, project, and more.