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How to Create & Manage Tasks
in Odoo13 Project
INTRODUCTION
 A task can be defined as a duty or a piece of work that is assigned to a person from an
authority that might be accomplished in time duration.
 A project may have multiple tasks, that integrally work to achieve the overall success of
the project.
 Tasks can be easily created and managed.
 Once a task has been completed, each workmate can point it out by changing their status.
 This will help the project manager to review the task before changing the stage with a
simple drag-and-drop.
 There are tools to prioritise the task, to add and schedule activities, to add tags for easy
identification of the task in kanban view.
 The task settings help to add cover images, delete tasks, edit the task and share task
details to workmates as well.
 If we click on a task, we land on the form view where I can edit the planned hours and enter
the timesheets.
 This is a great tool for any project manager.
 Controlling the working time progress and the time spent for each team member is
essential.
 The working time progress updates automatically.
 Through timesheet integration, the project manager has a thorough follow-up on the
progress of each task.
 Goto projects > select project
Click > Create button
Add title after that > ADD
Click on clock icon > click Schedule an activity
Provide type and summary > Open calendar
We can add attendees, select date , responsible person . After that provide summary >create
Click on circle . we can change its status
To set cover image >click on set cover image , Click > Upload and set >selct image
To remove click on REMOVE COVER IMAGE
For editing stage : click on Edit task >Make the changes >Save
Under the timesheet tab we can enter timesheet details
Under Extra info provide extra details
We can create task form sales : For that create a service type product >Under sales tab set service
invoicing and service tracking , select project
Create a sale order >add product created
From task we will get following information
From project overview ,we can see created task
Click on tasks >we can see created as task from sale order
For More
Details
Check our company website for related blogs and Odoo
book.
How to Manage Project in Odoo 13
Check our YouTube channel for functional and technical
videos in Odoo.
How to create and manage tasks in odoo 13 project?
Thank You

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How to Create and Manage Tasks in Odoo 13 Project

  • 1. www.cybrosys.com How to Create & Manage Tasks in Odoo13 Project
  • 2. INTRODUCTION  A task can be defined as a duty or a piece of work that is assigned to a person from an authority that might be accomplished in time duration.  A project may have multiple tasks, that integrally work to achieve the overall success of the project.  Tasks can be easily created and managed.
  • 3.  Once a task has been completed, each workmate can point it out by changing their status.  This will help the project manager to review the task before changing the stage with a simple drag-and-drop.  There are tools to prioritise the task, to add and schedule activities, to add tags for easy identification of the task in kanban view.  The task settings help to add cover images, delete tasks, edit the task and share task details to workmates as well.
  • 4.  If we click on a task, we land on the form view where I can edit the planned hours and enter the timesheets.  This is a great tool for any project manager.  Controlling the working time progress and the time spent for each team member is essential.  The working time progress updates automatically.  Through timesheet integration, the project manager has a thorough follow-up on the progress of each task.
  • 5.  Goto projects > select project
  • 6. Click > Create button
  • 7. Add title after that > ADD
  • 8. Click on clock icon > click Schedule an activity
  • 9. Provide type and summary > Open calendar
  • 10. We can add attendees, select date , responsible person . After that provide summary >create
  • 11. Click on circle . we can change its status
  • 12. To set cover image >click on set cover image , Click > Upload and set >selct image
  • 13. To remove click on REMOVE COVER IMAGE
  • 14. For editing stage : click on Edit task >Make the changes >Save
  • 15. Under the timesheet tab we can enter timesheet details
  • 16. Under Extra info provide extra details
  • 17. We can create task form sales : For that create a service type product >Under sales tab set service invoicing and service tracking , select project
  • 18. Create a sale order >add product created
  • 19. From task we will get following information
  • 20. From project overview ,we can see created task
  • 21. Click on tasks >we can see created as task from sale order
  • 22. For More Details Check our company website for related blogs and Odoo book. How to Manage Project in Odoo 13 Check our YouTube channel for functional and technical videos in Odoo. How to create and manage tasks in odoo 13 project?
  • 23.