Clean and Fast
Modern User Interface
A fast user interface designed for modern project management. Get all the information you need where you need it.
Mobile-friendly. Track projects and tasks easily on the move. Stay connected, always.
Large screen view
Optimized view for larger screens, with a scrollable chatter on the right.
Filters and Groups
Search tasks or issues easily with the smart filters. Analyze data with multi-level grouping.
Customize the process of every project, rename stages and alerts according to your own activities, automate emails, etc.
Customized Kanban View
Drag & drop tasks easily with the kanban view. Group tasks by stages, responsible, deadline, etc. Change name of “task/issues”. Change the meaning of the green/red status. Create specific stages per project. Define the process through custom tool-tips for each stage. Create tasks from sales orders.
Calendar of Deadlines
Use the calendar view on tasks to highlight project deadlines. Simply drag & drop tasks in the calendar to reschedule.
Work on single or multiple projects at the same time. Perform multi-project analysis and searches.
Create subtasks to manage the relationship between multiple tasks.
Manage documents related to tasks, issues or projects. (specifications, plans, etc.)
Manage tasks on a timeline with the Gantt chart view. The easiest way to track deadlines and timeline progress.
Get graph charts to analyze the progress of your tasks: by stage, by responsible, by tag, by project, etc.
Pivot Table Analysis
Use the pivot table on tasks to perform deep statistical analysis on the performance of your projects.
Track expected hours, effective hours, re-forecasts on tasks.
Archive tasks done and have a clear view of the other tasks you still need to work on.
Use issues to track support contracts, tickets, bug reports.
Communicate with your customers by email. Everything is automatically attached to the issue to get a full visibility.
Link SLA-related information to issues: time to open a ticket, time to close a ticket, statistics on the volumes and performances, etc.
Use triggers and automated actions to send automatic emails on different statuses: confirmation of ticket, customer satisfaction survey, etc.
Every project can have its own email address. Create tasks or issues by sending an email to the project. All recipients/cc. of the email will be added as follower of the task. Communicate on tasks by email.
Follow tasks in just a click and get alerts based on relevant activities.
The activity log attached to every task or issue 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 in tasks.
Use the etherpad integration to collaborate on tasks in real time with several users contributing to the same content.
Track time on projects and tasks using the timesheet app. Available as a Chrome plugin or a mobile app.
Use the customer satisfaction rating survey to get feedback from customers every time you close an issue. Configure the automatic email sent to customers after each milestone and receive their feedback directly. Analyze overall rating by project to improve your process.
Forecasts projects and resources easily from the Gantt chart taking employee holidays into account. Compare forecasts with real timesheets.
Customers have access to their tickets from the front-end portal.
Manage fixed price (on milestones) or time and material based contracts. Automatically Invoice time spent on tasks or issues.
Decide when a timesheet is invoiceable: never (internal or fixed price project), at creation or at validation.
From Sales to Tasks
Generate tasks based on sales orders or template of projects that you reuse from customer to customer.
Track internal projects with tasks and manage teams efficiently by setting clear priorities.
Effortlessly manage after sales services requests and configure a customized process in the kanban view.
Automatically create issues by email, track support services and count hours on contracts.
Forecast project resources, track tasks and milestones, record timesheet and analyze the performance of the team.
Use predefined dashboards or build your own with the advanced reporting engine. Share filters with the team.
Get statisitics on your issues to analyze the performance of the customer service team.
Use the dynamic Gantt Chart to manage your project, and plan the workload of your resources.
Have a detailed analysis of the costs and revenues of your projects.
Get statistics on your tasks to analyze the performance of your projects.
Get the most important information of your project at a glance: time spent, time forecasted, rates, billable hours, etc.
NOTE: Above features are available based on given Odoo versions/ Editions