Guide for Odoo Project Advance Team Management

Odoo Project Advance Team Management  – Optimise Teamwork Together on Odoo, Achieve More.

Team management is the ability of an organization to manage a group of individuals to perform a task together with the inclusion of teamwork, coordination, goal setting, and performance evaluation. 

It allows businesses to manage their teams from the Odoo backend easily. It enables the administrator to attain every minute detail of their project and helps keep everything organized. 

The Odoo Project Advance Team Management module efficiently manages team coordination and project organization, integrating smoothly with other Odoo applications for real-time collaboration and efficient project management.

You can use Odoo sticky notes to remember the assigned tasks and keep track of your progress.

FEATURES

1. Using the Project Advance Team Management module, the admin can easily manage teams on the project.
2. You can easily introduce a leader in the project by creating a user with leader access.
3. A leader has access to create a team and introduce the stage group features in the project.
4. You can easily introduce the Team, Extra team, and Extra team members in the project who can work as an extra member.
5. Create a parent team i.e., the main team of the project, and a child team i.e., the sub-team of the project. Members of the child team are also part of the parent team.
6. A user with ‘Project User’ access can update only the Team, extra teams, and members of the project.
7. A task can be assigned to only those users who are members, team members, and extra team members in the project.
8. The user has access to check the task and create the task for another user of the team.
9. Issues can be assigned to only those users who are members, team members, and extra team members in the project.
10. The user has access to check the issues in the task and create the issue in the task.

INSTALLATION

1. Once you purchase the App from the Webkul store, you will receive the link to download the zip file of the module.
2. Extract the file on your system after the download finishes. You will be able to see a folder named- ‘Project_advance_team’.
3. Copy and paste this folder inside your Odoo Add-Ons path.
4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
5. Then, open on Apps menu and click on ‘Update Modules List’.
6. In the search bar, remove all the filters and search ‘Project_advance_team’.
7. You will be able to see the module in the search results. Click on ‘Install’ to install it.

Prepare timesheet reports with Odoo Project Timesheet Reports by Webkul.

WORKFLOW

1. Firstly login to the Odoo database to go to the settings.

2. Go to the users & companies and select users to create the users with different-different user access.

3. Click on the New button to create a new user.

4. Create the user with project leader access and save to check the functionality of the leader.

5. Now go to the project module.

CREATE TEAM

6. Go to the team and click on the create button to create a new team.

7. Create a team by adding team name, team manager, and employees.

8. Create a child team (sub-team) by clicking on the child team tab, add the members, and then save.

STAGE GROUPS

9. Now go to the configuration and select stage groups.

10. Click on the Create button to create new stage groups.

11. Create the stage groups for the project which define at which stage the task is currently working and then save the created stage groups. 

Based on selected stage groups, the stage will be auto-updated in the project. Further, a leader can also update the stages as per the requirements.

CREATE PROJECT

12. Log in with the user having leader access and go to the projects to create a project, leader has the access to create a new project.

13. Create a project by adding a task title.

14. Add team members and extra members to the project, ensuring they are not part of the main team and have separate roles in the assigned task.

ASSIGN TASK

15. You can assign tasks to the members of the project only which are team members, child team members, extra team, and extra members.

16. Create a new user with user access and save the created user.

CHECK THE TEAM FROM THE EMPLOYEE END

17. Login with the employee having user access and check the teams.

ASSIGN TASKS TO OTHER EMPLOYEE

18. Go to the task tab and assign tasks to other users or employees. The employee can assign or create tasks for another team user to check the timesheets and comment on the assigned task.

19. Now create a new user with administrator access.

20. The administrator has access and can check all the created teams, tasks, projects, and Stage groups. Administrators can also assign tasks to the members of the team.

Admin can check the list of all Projects

Here, you can check all the projects.

Admin can check all the tasks.

Likewise, you can also explore the Odoo Project Task Start Stop by Webkul to manage your task effectively.

NEED HELP?

Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

If you still have any queries regarding the module then please raise a ticket at the UV Desk 

Thanks for paying attention!!