Book Image

Working with Odoo 11 - Third Edition

By : Greg Moss
Book Image

Working with Odoo 11 - Third Edition

By: Greg Moss

Overview of this book

Odoo is an all-in-one management software that offers an array of business applications, forming a complete suite of enterprise management applications. Odoo 11 comes with advances on usability, speed, and design. Working with Odoo 11 starts with how to set up Odoo, both online and on your own server. You’ll then configure the basic company settings required to quickly get your first Odoo system up and running. Later, you’ll explore customer relationship management in Odoo and its importance in a modern business environment. You'll then dive into purchasing applications with Odoo, learn some of the primary functionalities of ERP systems for manufacturing operations, and use analytic accounting to provide better reporting. After that, you'll learn how to work with Odoo for mobile, and finally, you will walk through the recent Odoo 11 features with respect to the community and enterprise edition, giving you a complete understanding of what Odoo can do for your business.
Table of Contents (18 chapters)

Monitoring task completion

Odoo uses a simple set of flags to determine if a task is ready to move between stages. In the top left corner you will find a small round icon that can allow you to specify if the task is ready to go to the next stage (green), or if the task is blocked for some reason from moving to the next stage (red).

So for example, when a task moves to the approval stage the person responsible for performing that task can choose to mark it in red. This will tell anyone looking at the task that it is held up:

Here we have marked an approval task as blocked, so the icon shows red. As you can see you can set it to gray to show it in progress (the default setting) or set it to green to specify the task is Ready for Next Stage.

Using these flags you will see at a glance on the Kanban view whether a task is ready to move forward or if it requires some sort of special...