Project Features


GO TO OVERVIEW

Clean and quick

Modern user interface

A fast user interface for modern project management. Get all the information you need in seconds.

Mobile

Mobile friendly. Easily track projects and tasks when you are on the move. Stay connected, always.

Large screen view

Optimized view for larger screens, with a scrollable chatter on the right. 

Filters and Groups

Just look for tasks or problems with the smart filters. Analyze data with multi-level grouping.

Fully customizable

Customize the process of each project, rename the stages and alarms according to your own activities, automate emails, etc.


Usability

Custom Kanban view

Easily drag & drop tasks with the Kanban view. Group tasks by level, responsible person, deadline, etc. Change the name of “Tasks / Problems”. Change the meaning of the green / red status. Set up specific levels per project. Define the process using custom tooltips for each stage. See the remaining hours of your tasks also via the Kanban view,

Calendar of appointments

Use the calendar view for tasks to highlight project deadlines. Just drag and drop tasks on the calendar to reschedule them.

Multiple projects

Work on one or more projects at the same time. Perform analysis and searches across multiple projects.

Subtasks

Activate the subtask function on a project-by-project basis. Create multi-level subtask to manage the relationship between tasks.

Document management

Manage documents such as specifications, plans, etc.

Gantt chart

Manage tasks on a time series with the Gantt chart view. The easiest way to keep track of appointments and progress over time.

Diagrams

Create graphical charts to analyze the progress of your tasks by level, by owner, by day, by project, etc.

Analysis with pivot tables

Use the task pivot table to perform in-depth statistical analysis of the performance of your projects.

Time tracking

Task management based on expected and actual time expenditure, including forecast.

Archive tasks

Archive completed tasks and have a clear view of the other tasks that you still have to work on. 


Customer service

Customer tickets

Use issues to track support contracts, tickets, and bug reports.

Email integration

Communicate with your customers via email. Everything is automatically attached to the problem for full visibility.

Automate actions

Use automated actions to send automatic emails about various status values: ticket confirmation, customer satisfaction survey, etc.


Communication

Email integration

Each project can have its own email alias. Emails sent to this address automatically generate tasks. All recipients of the email are added as followers of the task. Communicate about tasks by sending emails or taking notes. 

Custom alarms

Track tasks with just one click and receive alerts based on relevant activities.

Activity log

The activity log associated with each task gives you a detailed history of all activities on the document.

Chat with users

Chat online with other users to get real-time answers to your questions. Use discussion groups to chat on assignments.

Real-time collaboration

Leverage Etherpad integration to collaborate on real-time tasks with multiple users contributing to the same content.


Services

Timesheets

Track time for projects and tasks using the Timesheet app. Available as a plugin for Chrome or as a mobile app.

Customer satisfaction

Use customer satisfaction surveys Configure email notifications after each milestone to receive immediate feedback. Analyze the overall evaluations of projects in order to find opportunities for improvement in your processes.

Forecasts

Easily forecast projects and resources from the Gantt chart, taking employee vacations into account. Compare   the planned and effective hours.

Customer portal

Portal users can access and communicate about tasks, all in one place.

External sales

Link tasks to field workers and enable planning with a start / end date  .


Sale

contracts

Manage fixed prices (according to milestones) or time and material-based contracts. Automatically bill for time spent on tasks.

Accounting policy

Decide when a timesheet can be invoiced: never (internal or fixed-price project), when it is created or when it is validated.

From sales to tasks

Do not lose track of the work that needs to be done, optimize processes between teams that create projects or tasks from customer orders.


Reporting

Dashboard

Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.

profitability

You have a detailed analysis of the costs and revenues of your projects.

Task analysis

Get statistics on your tasks to analyze the performance of your projects.

Project overview

Get the most important information about your project at a glance: time expenditure, forecast time, tariffs, billable hours, etc.



Integrations

Accounting

Automatically generate invoices based on tasks or time sheets. Directly access information on the customer statements.

READ MORE
Expenses

Submit expenses in projects in batches. Don't skip a single dollar. 


READ MORE
Powerful API

Use the powerful API of Odoo Projekt to do almost anything: Connect other software, automate logs about tasks, etc.

Google Docs

Use Google Docs integration to link any document to your tasks or problems: specifications, plans, etc.