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Simplified Project Management with Odoo in 2024

Odoo 17 offers additional and advantageous features such as task creation, resource allocation, deadline setting, and active tracking of project progress and profitability.
February 19, 2024 by
Simplified Project Management with Odoo in 2024
Captivea France, Côme MOYNE

Already trusted by many companies, Odoo ERP is getting an upgrade with the release of version 17. This platform already included comprehensive project management features, enabling businesses to plan more effectively and manage their projects efficiently.

Project Design Focused on Customization

Generate a project from a customer order

It is now even easier to create a project directly from a customer order. This process can be handled manually, based on the relevant orders and your specific needs, in Odoo v17.

Create customer orders from projects

Conversely, the ERP lets you quickly create customer orders on the fly based on your current needs. projects You can also create them from related projects and tasks. You'll save time by carefully choosing your configurations.

View all the new features in Odoo 17

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Optimized Project Planning and Management

Schedule tasks without assigned time

Odoo 17 introduces a new project-focused feature that helps your business by simplifying task management and project tracking without allocated time. You can now plan multiple tasks in batches without assigning a specific duration. This capability, available in the Gantt view, ensures sequential planning.

Take advantage of additional task statuses

Odoo v17 is designed to improve how you track the progress of each task. You can freely adjust the status of tasks you create, marking them as “done,” “in progress,” or “cancelled.” In addition, configuring statuses lets you add options such as “change requested” or “approved” at the end of a process.

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Generate new tasks upon completion for recurring tasks

Get ahead by scheduling all your recurring tasks. A new task will automatically be created as soon as the previous one is marked as "completed." This major time-saver lets you focus on other work related to managing your business.

Accurately assess your profitability

Odoo v17 is a powerful system for defining profitability for each project. With down payments now included among the available options, you can accurately assess the actual profitability of all your projects.

Optimize the processing of your sub-tasks 

The ERP lets you receive dependency alerts on Kanban cards. These notifications are useful for improving the management of your company’s sub-tasks. You can visually track your sub-tasks on a task’s Kanban card, making it easy to see whether they are blocked by another task. This feature improves the visual display and understanding of potential task and sub-task interdependencies in a ERP.

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Simplified accessibility

Make your project accessible to a wider audience

Accessibility issues are a priority in multi-company environments. Odoo v17 introduces an innovative feature that lets you share access to your projects and tasks. This access extends not only to your company’s team members, but also to all your partner companies.

Configure your tasks with new shortcuts

With the integration of task configuration shortcuts, you can save time when creating new tasks. You'll be able to generate them in the Kanban view without having to open the form view. These text shortcuts make task access easy and enable instant configuration. You can allocate hours, assign users, set labels, and establish high priorities based on your needs.

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manage your Odoo ERP with Captivea

Captivea, as a leader in Odoo implementation worldwide, is the best Odoo partner that you can choose!

If you are looking for more information about project management in Odoo and how to grow your company, don't hesitate to contact us!

Please read Odoo 17 release notes