Book Image

Learn Odoo

By : Greg Moss
Book Image

Learn Odoo

By: Greg Moss

Overview of this book

Odoo is management software that contains a set of open source enterprise management applications that help you modernize your business. Completely revised and updated, this comprehensive Odoo guide is a fourth edition of Working with Odoo. This book begins with an introduction to Odoo and helps you set up Odoo Online in your system. You'll learn how to start a new company database in Odoo and the basics of Odoo sales management. You will explore customer relationship management in Odoo and its importance in a modern business environment. Moving on, you'll learn how to install the purchasing application, set up suppliers, and begin purchasing and receiving products in Odoo. Next, you'll learn how to use the MRP module to create, process, and schedule the manufacturing and production order. Once you get to grips with the basic applications, you'll uncover how to customize Odoo to meet the specific needs of your business. You'll learn some advanced techniques for searching and finding information, and you'll be taken through business intelligence in Odoo. Towards the end of the book, you'll go in-depth into Odoo's architecture and learn to use Odoo's API to integrate with other applications. By the end of the book, you'll be ready to use Odoo to build enterprise applications and set up the functional requirements for your business.
Table of Contents (19 chapters)

Defining project tasks

The main unit for tracking the various activities involved with a project is a project task. Odoo provides a quick way for you to add a task to the project by clicking on the large plus button underneath the appropriate project stage.

Click on the plus button inside the Specifications stage, and then create a task for Determine Team Names:

In the same way as adding a stage, you simply enter the title of the task and then hit the Add button. The screen will then refresh, and you will automatically be prompted to add the next task. Once you have created the task, you can click on the task to open it, or you can use the menu on the task to pull the task up to edit it. Once you have opened the task, you can now provide additional details.

Here, we'll define additional aspects of the task such as:

  • The name of the task (which is required)
  • The Project to...