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    Odoo Project Advance Team Management

    Introduction

    Teamwork is an important factor for any growing agency. It is a systematic combination of numerous projects, plans, tasks, and people. Project Advance Team Management module enhances collaboration. It’s also a tool for managing everyone’s tasks, scheduling work and manage teams in the project, and helps to collect data about the activities that are completed.

    Having a solution that can help you to keep everything organized while planning, organizing, managing, implementing and running projects, in a way that is, predictable, and profitable is promising.
    Hence if you wish to accelerate your company’s growth then this module is for you.

    Features

      • Using this module admin can easily manage teams on the project.
      • Introduced ‘Leader’ group in the project.
      • A leader can easily create a team.
      • Introduced ‘Stage Group’ feature.
      • Parent/child relation in Teams.
      • Updated Tasks visibility rule for the user.
      • Introduced Team feature in the project.
      • Extra Teams can also be added to the project.
      • Introduced Extra Members feature in the project.
      • Updated Issues visibility rule for the user.
      • A user with ‘Project User’ access can update only Team, extra teams, and members of the project.
      • A task can be assigned to only those users who are members, team members and extra team members in the project.
      • Issues can be assigned to only those users who are members, team members and extra team members in the project.

    Installation

    After buying this app from our Webkul store you will get the link for downloading the zip file. Simply download it and extract then you will see the project_advance_team folder, now you will have to copy this app folder inside your Odoo addons path.

    Now simply follow these steps:
    1. Go to settings menu and click on Activate the Developer mode.
    2. Now go to apps menu and Click on ‘Update Modules List’.
    3. Remove the app’s filter and search for the project_advance_team key.
    4. Now you will see the module then simply install it.

    After installing you will be able to handle different functionality as mentioned in module’s workflow.

    Workflow

    User with LEADER access

    Admin can create a user and can provide him/her the access of “leader” in the application projects.

    User portal having leader access

    A leader can create and manage teams from Projects>>Teams>>Create

    While creating a new team there are few things a leader will define. The name of the respective team, Select team manager are mandatory fields. Also, a leader can add various members to a team. A leader can also maintain parent-child team relation.

    From the tab of child team leader can add various child team to a parent team.

    A leader can also set various configuration such as Stage groups. From this menu, a leader can create stage groups. This is precisely grouping of various stages.

    While creating a Stage group a leader needs to define the name of the stage group and add stages to be maintained in a task. Also, there is a checkbox of Use as Default which if enabled then this stage group will be used as default stage group in the project.

    From the menu Stages, admin can create different stages that are to be maintained in a task.

    A leader can create and edit the projects from the menu Project under configuration. Also, he can check the created projects from this menu.

    While creating projects a leader will define the name of the project and its configuration. Under settings, tab Select the manager for this project and determine the level of privacy. Also, a leader can add a customer/client to the project.

    From the tab of team members leader can assign a team to the respective project. Also if more than one team is engaged in a project then that team can be added to extra teams.

    From the tab Project Stages, a leader can maintain various stages required for this project.

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    Once all configuration is done let us check how a task can be managed through this module. Here we have provided a separate menu to manage tasks.

    By clicking on create button a leader can create a task for this he needs to define the name of the task, select a related project, stage groups to be maintained in the task. Set a deadline for the task and assign to a user. After selecting project a leader can only select those members who are involved in that project.

    User with USER Access

    Admin can create a user and can provide him/her the access of “USER” in the application projects.

    User portal

    With the “USER” access a user will only be able to see the team which he belongs to.

    With “User” access, a user can only check his own task list, the task of other users won’t be visible to him.

    A user with “User” can add members to the project he is assigned to. Let’s check how this will work. from the task assigned to the user, he can open the project by simply clicking on the project name.

    Under the tab of Team members, a user can add extra members to the project.

    User with MANAGER Access

    Admin can create a user and can provide him/her the access of “MANAGER” in the application projects.

    Manager portal

    List of all the teams will be visible to the user having “Manager” access. A manager can create and edit team from the menu teams.

    All the menu inside configuration will be visible to a manager. A manager can create stage groups according to requirement.

    Manager can create and manage the projects. Hence all the projects will be visible to him.

    A manager can also create and check all the running task.

    Support

    For any kind of technical assistance, just raise a ticket at https://webkul.uvdesk.com/en/customer/create-ticket/ and for any doubt contact us at support@webkul.com

    Current Product Version - 1.0.0

    Supported Framework Version - Odoo Version 10

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