CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
CBMS ODOO ERP CONSULTING AGENCY
Digital Agency Consulting and Training Website
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 ➡️ […]
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 […]
In today’s video, we’re exploring how to configure and use the Activity Plan feature in Odoo 18. Activity Plans allow you to automate and schedule a predefined sequence of tasks—like sending emails, assigning to-dos, or planning meetings—across modules like CRM, Sales, and Projects. It’s a powerful way to standardize workflows, save time, and ensure your […]
Struggling to manage field service operations? In this video, learn how to manually create a Field Service Task in Odoo—fast, easy, and step-by-step. Perfect for service businesses, technicians, and managers who want to streamline job scheduling and boost productivity! Learn how to: 1. Create tasks for on-site jobs 2. Assign technicians and set schedules […]
Quickly create and assign tasks in your Odoo projects! See how easy it is to name what needs to be done and assign it to the right team members in just a few clicks. #Odoo #ERP #BusinessSoftware #ProjectManagement #Productivity #SoftwareTutorial #Odoo18 #Odoo18Project #Odoo18Tutorial #Odoo18NewFeatures #Odoo18ReleaseDate #TaskManagement #ProjectTasks #OdooShorts #HowToCreateTaskInOdoo18 #Odoo18ProjectTutorialForBeginners #OdooProjectManagementTips #Odoo18Tutorials #Odoo18Project #Odoo18Shorts #OdooTutorial […]
This video showcase where we are creating a detailed view of one specific task we’re working on. Here, we can add the stage it’s in, who the customer is, and what part of their order this task is about. There’s also a spot to assign people to it, we can add labels to keep things […]
Learn everything you need to grow your business with Odoo, the best open-source management software to run a company, at In this video, learn how to set up the order in which to perform your tasks. Discover Odoo, schedule a demo, or start your own Odoo revolution for free (no credit card required), at #Task […]
Creating Tasks from the Odoo 18 Website App 1. Install Necessary Modules: Ensure the following modules are installed in your Odoo database: Website Project 2. Create a Website Page: Go to Website Pages and create a new page. Give it a suitable name and URL. 3. Add a Form Building Block: In the website editor, […]
Transforming To-Dos into Actionable Tasks in Odoo 18 Odoo 18 empowers you to manage your daily tasks effectively with its intuitive To-Do app. This video will guide you through the seamless process of converting your to-dos into actionable tasks, ensuring you stay organized and productive. We’ll cover how to: Create To-Dos: Easily add new to-dos […]
Odoo 17’s Field Service module provides a robust platform for efficient task management, ensuring seamless coordination and execution of field service operations. It serves as a centralized hub for creating, assigning, tracking, and completing tasks associated with service requests. The module allows users to generate tasks directly from service requests, ensuring no job falls through […]