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Blog / Odoo 17: Complete Guide for Businesses
Odoo 17 3 min read

Managing Projects and Tasks in Odoo 17

Plan, assign, and track tasks with ease using Odoo 17's project management tools — built for collaboration, productivity, and on-time delivery.

· ERP practice 28 Nov 2023 · updated 01 May 2025

Odoo 17's Project app organises work as projects holding tasks that move across Kanban stages you define yourself. A task carries its assignees, deadline, priority, sub-tasks, dependencies, milestone and a full chatter thread, and with Timesheets installed it also records hours. Project and Timesheets are both in Odoo 17 Community; the Gantt view and the Planning app are Enterprise.

To manage tasks and collaborate on projects:

Apps → Install "Project"

This adds project dashboards, task workflows, time tracking, and reporting tools — fully integrated with Timesheets, HR, and CRM.

Creating a Project and Phases

Start here:

Projects → Create

Define:

  • 📌 Project Name
  • 👥 Assigned Team Members
  • 📂 Project Tags or Customers (if linked to Sales)

Add custom stages to reflect your process (e.g., Backlog → In Progress → Review → Done).

Adding and Assigning Tasks

Within a project, create tasks and assign them to users:

  • ✍️ Task title and description
  • 📆 Deadline and priority
  • 🧑‍💼 Assignee(s)
  • 📁 Attachments and checklist items

Tasks are automatically visible to assigned users in their task dashboard.

Using the Kanban View for Workflow Management

Odoo uses a visual Kanban board to manage task flow:

  • 🔄 Drag and drop tasks between stages
  • 📊 View by assignee, tag, or deadline
  • 🔔 Use color-coded tags and alerts for visibility

Great for Agile, Scrum, or traditional workflows.

Tracking Time and Deadlines

Integrate with the Timesheets module to track work hours:

  • ⏱️ Start/stop timers per task
  • 📆 Enter manual time logs
  • 📈 Analyze time vs. budget

Task deadlines are visible in both list and Gantt views for easy scheduling.

Team Collaboration and Subtasks

Odoo enables smooth teamwork with built-in tools:

  • 💬 Internal chatter (comments, @mentions)
  • 📎 File attachments
  • 📄 Subtasks and dependencies

Everything is logged and visible in one place — no need for third-party tools.

Project Reporting and Workload Analysis

Monitor performance with powerful reports:

  • 📊 Tasks by user, stage, or project
  • 🧠 Workload forecast per employee
  • 📈 Gantt charts and calendar views
  • 🧾 Billable vs. non-billable time (when linked with Timesheets)

All reports are filterable, exportable, and customizable to suit team or client needs.

Conclusion

With Odoo 17, managing your projects is no longer a guessing game. From Kanban boards to workload forecasting and real-time collaboration, your team gets the clarity it needs to deliver results — on time and on budget.

Need help designing your workflow or project templates? Let our Odoo experts customize it for you.

Questions we get asked

Is the Project app included in Odoo 17 Community?

Yes. Projects, tasks, custom stages, the Kanban, list, calendar and pivot views, sub-tasks, task dependencies, milestones, recurring tasks and the Timesheets integration are all in Odoo 17 Community. What Enterprise adds on top is the Gantt view, the resource-scheduling Planning app, and the Field Service and Helpdesk apps that are built on projects.

Can a task depend on another task in Odoo 17?

Yes. Switch on Task Dependencies in the project's settings and every task gains a Blocked By field. A task whose blockers are still open is shown as blocked, so the board makes the required order of work visible rather than leaving it in someone's head. Those same dependencies drive scheduling in the Gantt view, which comes with Odoo 17 Enterprise.

How do I bill a project to a customer in Odoo 17?

Make the project billable and link its tasks to a sales order line whose product is a service. If that service is invoiced Based on Timesheets, every hour logged on the task becomes a delivered quantity on the line and is picked up by the next invoice. Fixed-price and milestone-based services bill on their own terms without counting hours.

Can I reuse a project setup for the next project in Odoo 17?

Yes, by duplicating. Copying a project brings across its stages, settings and, if you ask for them, its tasks, so a standard delivery or onboarding sequence is set up once and copied per customer. Inside a project, recurring tasks handle work that repeats on a schedule. Keeping one clean reference project to copy from is the usual approach.

← Previous Managing Expenses and Reimbursements in Odoo 17 Next → Managing Timesheets and Billable Hours in Odoo 17
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