Exclusive Odoo18 Task Management Features

Task management effectiveness is essential for teams who want to complete projects on schedule and within budget. The Project module in Odoo18 offers a an upgraded dashboard, improved Gantt charts, and enhanced automation, all designed to help you manage projects more intelligently. Let’s take a closer look at how Odoo18 simplifies task management with the Exclusive Odoo18 Task Management Features

How to Create a Project in Odoo18

To begin, open the Project application from the dashboard. You’ll see a modern Kanban UI with intuitive task, timesheets and report buttons once you land.

Click New to create a project. Enter:

Project Name

• Enable Timesheets if you want employees to log hours

• Enable Billable if you plan to invoice time

• Link to a Customer
• Setup Email Alias (so tasks can be created from incoming emails).

Default Kanban stages appear when a project is saved.

Define Project Stages

Stages help visualize progress. Press + Stage button to create columns like:

• New
• In Progress
• On Hold
• Done

Drag and drop to reorder stages.

How to Create and Manage Tasks in Odoo18

Tasks can be created by clicking + in any stage. When editing a task you can assign:

• User/Employee
• Deadline
• Customer
• Tags
• Priority (shown as a star)

Use drag-and-drop between stages to reflect progress.

Schedule Activities and Track Deadlines

Each task allows scheduling follow-up actions like:

• Emails
• Calls
• Meetings

These can be set via the clock icon on the task card.

Activity scheduling helps teams stay proactive and accountable.

Project Settings and Permissions

Click the three-dot menu (⋮) on a project card → Settings to:

• Enable Timesheets
• Enable Billable Projects
• Set Access Rights (Private, Followers Only, or Public)
• Enable Profitability Tracking.

This ensures role-based access and financial tracking are in place.

View and Use the Dashboard

The Dashboard is a standout upgrade in Odoo18. It consolidates:

• Burndown Charts – visualize completed vs. remaining tasks
• Profitability – compare cost vs. revenue
• Task Overview – total and completed tasks
• Milestones, Documents and Resources.

You can also access reports or switch views (List, Gantt, Calendar, etc.) directly from here.

Work with Subtasks and Dependencies

Each task supports subtasks which:

• Can be independently scheduled
• Are visible in the Gantt view
• Roll up timesheets into the parent task

You can also create dependencies between tasks by dragging lines between them in the Gantt chart.

Gantt View: A Better Planning Interface

The Gantt view in Odoo18 is more powerful:

• Zoom levels (Week, Month, Year)
• Drag-and-drop task scheduling
• Task dependencies
• Milestone visualization

Perfect for visualizing projects and resources.

Automate with Bots and Reminders

You can automate workflows with:

• Stage-based reminders
• Task assignment rules
• Deadline warnings
• Automatic purchase orders when outsourcing

These bots can reduce the manual follow-ups and will enhance consistency.

Collaboration and Outsourcing

Use the Share feature on a project or task to invite external users:

• Read-Only
• Collaborator
• Full Access

This makes stakeholder collaboration secure and efficient.

• Enable billing and timesheets for client-based work
• Use task templates for recurring project types
• Set up stage automation to reduce repetitive actions
• Visualize with Gantt for accurate scheduling
• Monitor dashboard weekly for burndown and profitability
• Involve clients via shared views with limited permissions

Project and Odoo18 task management accordingly become heavily automated, collaborative, and visually streamlined with Odoo18. As an all-in-one solution for projects, Odoo keeps on evolving, and the tools now range from Gantt charts to burndown analysis and external sharing rights.

Ready to revolutionize your project management? Contact Transines Solutions for a free Odoo consultation today