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