64 lines
2.4 KiB
ReStructuredText
64 lines
2.4 KiB
ReStructuredText
|
========================
|
|||
|
|
Get Started with Project
|
|||
|
|
========================
|
|||
|
|
|
|||
|
|
Managing projects means managing people, tasks, due dates, budgets and predicted return on
|
|||
|
|
investments. For all of it, you need a solution that allows you to reduce risks, get information at
|
|||
|
|
a glance, have an overview of your progress and stay organized. And, from start to finish, to be
|
|||
|
|
able to run multiple projects in parallel easily. Odoo Project application is the solution you need.
|
|||
|
|
|
|||
|
|
Creating a new project
|
|||
|
|
======================
|
|||
|
|
|
|||
|
|
Click on *Create*. Specify the name of the project and choose which features you would like to
|
|||
|
|
integrate. Note that they can be enabled afterward through *Settings*.
|
|||
|
|
|
|||
|
|
.. image:: media/create_new.png
|
|||
|
|
:align: center
|
|||
|
|
:alt: Click on create to start a new project in Odoo Project
|
|||
|
|
|
|||
|
|
Manage your project’s stages
|
|||
|
|
============================
|
|||
|
|
|
|||
|
|
| Open your project and add as many columns as there are stages in your project.
|
|||
|
|
| Each project stage can be characterized by a distinct set of activities, or your stages can guide
|
|||
|
|
you to the different steps a project has to go through. It is important to set them right as they
|
|||
|
|
lead you from the first idea or step to its conclusion, contributing to the overall success
|
|||
|
|
of your project.
|
|||
|
|
|
|||
|
|
.. image:: media/stages.png
|
|||
|
|
:align: center
|
|||
|
|
:alt: View of the stages created under a project in Odoo Project
|
|||
|
|
|
|||
|
|
| For each stage, there are markers for the status of tasks that you can personalize.
|
|||
|
|
| Drag your mouse over a stage name, and click on :menuselection:`Settings --> Edit`.
|
|||
|
|
|
|||
|
|
.. image:: media/edit_stage.png
|
|||
|
|
:align: center
|
|||
|
|
:height: 300
|
|||
|
|
:alt: Click on settings then edit stage to edit in Odoo Project
|
|||
|
|
|
|||
|
|
The dots correspond to customizable markers applied on tasks, making it easier to know which tasks
|
|||
|
|
require attention. You can give them any signification you like.
|
|||
|
|
|
|||
|
|
.. image:: media/edit_form.png
|
|||
|
|
:align: center
|
|||
|
|
:height: 300
|
|||
|
|
:alt: Image of the edit form of a stage in Odoo Project
|
|||
|
|
|
|||
|
|
Rearrange stages
|
|||
|
|
================
|
|||
|
|
|
|||
|
|
| From the Kanban view of your project, you can add stages by clicking on *Add a column*.
|
|||
|
|
| To rearrange the order of your stages easily do so by dragging and dropping columns. You can also
|
|||
|
|
fold or unfold them on *Settings*.
|
|||
|
|
|
|||
|
|
.. image:: media/fold_stage.png
|
|||
|
|
:align: center
|
|||
|
|
:height: 280
|
|||
|
|
:alt: Click on setting then fold to hide a column in Odoo Project
|
|||
|
|
|
|||
|
|
.. seealso::
|
|||
|
|
- :doc:`../tasks/collaborate`
|
|||
|
|
- :doc:`../record_and_invoice/time_record`
|