Defining project tasks

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

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

Similar to 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:

  • Name of the task (which is required)
  • The Project to which the task is assigned
  • The Deadline date of the task
  • The responsible party Assigned to the task
  • Any Tags you would like to associate with this task
  • A Description of the task

For our example, we have filled out the task as shown in the following screenshot:

At the top of the form, you will see all of the project stages, with the current stage highlighted in blue. In this example, Specifications is the currently selected stage. When in edit mode, you can click on these stages to directly assign the task to a given stage. This can be changed as the project progresses, so you are not locked into keeping a task assigned to the same stage throughout the project.

One of the important aspects of good project management is assigning responsible parties for each task. The Assigned to field allows you to specify who is ultimately responsible for the completion of the task.

The Tags field can be valuable for more effectively tracking and organizing tasks. In our example, we have defined an information collection tag. This tag can then be assigned to any task that is related to collecting data regarding the project.

..................Content has been hidden....................

You can't read the all page of ebook, please click here login for view all page.
Reset
18.216.49.228