Unlock the power of efficient task management in Odoo 18 Project! This quick guide shows you the core functionalities for creating, assigning, and tracking tasks to keep your projects on track. You’ll learn how to: Quickly create and assign tasks. Update task status with ease. Add notes and attachments for clear communication. Track time spent […]
Want to know what your sales pipeline looks like next month? The Odoo 18 CRM Forecast Report gives you the power to predict future revenue, track team performance, and make data-driven decisions! In this video from CBMS Technologies, you’ll learn how to: Access and navigate the Forecast Report in Odoo 18 CRM. Understand the Kanban […]
Struggling to create or customize worksheet templates in the Odoo Field Service module? This step-by-step tutorial will walk you through how to build, edit, and apply custom worksheets to your field tasks — the smart way. Whether you’re logging maintenance checks, inspection forms, or client sign-offs, this video shows you how to tailor Odoo worksheets […]
Tired of wrestling with schedules? This short video peeks at Odoo’s Auto Plan feature, and honestly, it’s like having a scheduling superhero in your corner. We’ll show you how it takes the pain out of planning production, maintenance, and juggling resources. See how it can smooth out your workflow, keep things running like clockwork, and […]