Best Odoo ERP & CRM Solutions, Training Agent
Best Odoo ERP & CRM Solutions, Training Agent
In today’s video, we’re exploring the Customer Ratings feature in Odoo 18 Project—a great way to collect client feedback at different stages of task execution. Instead of waiting until the end of a project, you can request feedback automatically as tasks move through stages. This helps you monitor client satisfaction in real time, improve project […]
If you’re working with Odoo 19 and want to hide unit (sale) prices in your product catalog, here are several effective approaches: go to project nodule and consider a project , goto setting and enable hide price from catalogue. #Odoo19 #OdooTutorials #OdooFeatures #HideUnitPrice #ProductCatalogue #OdooCustomization #OdooERP #BusinessSoftware #TechTutorials #odootips Connect With Us: ————————————— ➡️ Website: […]
You want Odoo 19 to create a Project automatically when confirming a Sales Order (SO) even if the product is not a service (i.e., a normal stockable/consumable product). By default, Odoo only creates a project/task when the SO line has a service-type product with the right configuration (“Create a Project”/”Create a Task”). For normal products, […]
Allows defining roles globally (e.g., Developer, Designer, Tester) under Project → Configuration → Project Roles. Lets you assign people to roles on specific projects via the project’s Assignments smart button or through the Assignments menu. #Odoo19 #OdooTutorial #ProjectManagement #DispatchTasks #OdooFeatures #FunctionalTraining #OdooERP #ProjectRole #BusinessAutomation #odootips Connect With Us: ————————————— ➡️ Website: ➡️ Email: info@mycbms.com ➡️ […]
In this video, we’ll explain how Subcontracted Services work in Odoo 19 Project. Subcontracting lets you outsource specific services to external vendors while keeping full control of your sales, purchases, and project tasks inside Odoo. You’ll learn: What subcontracted services are How to configure a service product with a vendor How Odoo automatically generates a […]
Sub-task Smart Button When viewing a parent task, you’ll see a smart button showing the total number of sub-tasks (including how many are done or canceled). Clicking that button brings up the list of sub-tasks. Odoo In certain views—like the All Tasks list or Kanban—sub-tasks can be shown or hidden using an “eye” icon. Clicking […]
In this video, learn how a construction company uses Odoo to manage its daily business processes. From sales and timesheets to material purchasing and project management, Odoo covers all the operations needed to sell, plan, and track a construction project. 0:00 – Introduction 1:40 – Settings 4:52 – Project Tasks 1:40 – Logged Hours for SOs 1:40 […]
In Odoo 19, adding a new stage directly from the list (tree) view of the Project module is enabled by default—it’s usually done in the Kanban view. However, you can customize this behavior. Below are two methods to allow adding a project stage from a list view. ✅ Option 1: Enable “Create” in the List View […]
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 automate repetitive work in your Odoo project management? In this video, learn how to set up recurring tasks in Odoo Projects like a pro! We’ll walk you through: 1.What recurring tasks are in Odoo 2.How to configure recurring tasks step-by-step 3.Best practices to manage weekly/monthly tasks 4.Tips to avoid duplication & track task […]