Skip to content

Project

Last Updated: February 2026

The Project module organizes work into projects and tasks with kanban boards, deadlines, assignments, and progress tracking. At Scott Recycling, it's used for managing internal projects and is extended to link tasks with customer pickups and helpdesk tickets.

What Project Does

  • Projects — Containers that group related tasks with shared settings
  • Tasks — Individual work items with assignees, deadlines, and stages
  • Kanban boards — Visual task boards organized by stage
  • Subtasks — Break large tasks into smaller pieces
  • Task dependencies — Define which tasks block other tasks
  • Milestones — Track major deliverables within a project
Project
├── Projects              (list of all projects)
├── Tasks
│   ├── My Tasks          (tasks assigned to you)
│   └── All Tasks         (all tasks across projects)
├── Reporting
│   └── Tasks Analysis    (pivot/graph reports)
└── Configuration         (managers only)
    ├── Settings
    ├── Task Stages
    └── Tags

Projects

A project is a container for tasks. Each project has its own kanban board, stages, and settings.

Project Fields

Field Description Example
Name Project title "Q1 IT Upgrades"
Project Manager Person responsible "Dan Smith"
Customer Associated customer/partner "Scott Recycling"
Task Label What tasks are called in this project "Tasks", "Tickets", "Items"
Start/End Date Project timeline 01/01/2026 - 03/31/2026
Privacy Who can see the project Invited Users, All Employees, or Portal

Creating a Project

  1. Go to Project > Projects
  2. Click New
  3. Enter the project Name
  4. Set the Project Manager
  5. Configure stages, milestones, and other settings
  6. Click Save

Tasks

Tasks are the individual work items within a project.

Task Lifecycle

Tasks move through stages on a kanban board:

To Do → In Progress → Review → Done

Each project can define its own stages. Tasks also have a state that tracks overall status:

State Meaning
In Progress Actively being worked on
Changes Requested Feedback received, needs revision
Approved Reviewed and approved
Waiting Blocked by a dependency (auto-set)
Done Completed
Canceled No longer needed

Creating a Task

  1. Open a project's kanban board
  2. Click + New in any stage column (quick create — title only)
  3. Click the card to add details:
    • Assignees — Who will work on it
    • Deadline — When it's due
    • Tags — Categorization labels
    • Description — Full details with rich text editor
    • Priority — Normal or High (starred)
  4. Click Save

Task Form — Key Fields

Field Description
Task Name What needs to be done
Project Which project this belongs to
Assignees One or more users responsible
Deadline Target completion date
Tags Color-coded labels
Stage Current workflow stage (clickable status bar)
Priority Normal or High (star icon)
Milestone Associated project milestone
Description Rich text with checklists, headings, etc.

Subtasks

Break large tasks into smaller pieces:

  1. Open a task
  2. Go to the Sub-tasks tab
  3. Click Add a line to create subtasks inline
  4. Each subtask has its own assignee, deadline, and state

The parent task shows a progress indicator (e.g., "3/5 subtasks done").

Task Dependencies

When enabled, you can define which tasks block other tasks:

  1. Open a task
  2. Go to the Blocked By tab
  3. Add the task(s) that must be completed first
  4. The current task automatically enters the Waiting state until all blocking tasks are done

Enabling Dependencies

Task dependencies must be enabled per-project. Open the project settings and check Task Dependencies.

Milestones

Milestones mark major deliverables within a project:

  1. Open the project settings
  2. Enable Milestones
  3. Create milestones with names and deadlines
  4. Assign tasks to milestones
  5. Mark milestones as Reached when all associated tasks are done

Scott Recycling Customizations

The Project module is extended at Scott Recycling with additional fields:

Field Description Module
Customer Pickup Links a task to a customer pickup operation sr_management
Task Type Categorizes the task: Answer Required, Upload Files, Description, Customer Sign Needed sr_management
Signature Captures customer signature for task completion sr_management
Helpdesk Ticket Links a task to a helpdesk ticket odoo_website_helpdesk

Views

View Best For
Kanban Day-to-day task management — drag cards between stages
List Bulk operations — multi-edit, sorting, grouping
Calendar Deadline planning — see tasks by due date
Pivot/Graph Reporting — task counts by stage, assignee, project
Activity Follow-up tracking — see pending activities

Tips

Use Kanban for Daily Work

The kanban board is the most effective view for task management. Drag cards between columns to update stages instead of opening each task individually.

Assign Multiple People

Tasks support multiple assignees. Use this for pair work or shared responsibility rather than creating duplicate tasks.

Use the Quick Create

In kanban view, click the + at the top of any column to quickly add a task with just a title. You can fill in details later.

Security

Group Access
Project User Create/edit projects and tasks, view reports
Project Administrator Full access including stage configuration and settings
Portal Users View tasks on projects shared with them (limited field editing)