Project & Timesheets

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Kursus indhold

Project Management
- Project basics and your first task 40 erfaringspoint
  - Quiz
- Project stages and statuses 60 erfaringspoint
- Customize projects 60 erfaringspoint
- Top bar 60 erfaringspoint
Tasks Management
- Creating tasks from emails and web forms 60 erfaringspoint
  - Quiz
- Creating tasks from sales orders 40 erfaringspoint
  - Quiz
- Subtasks 40 erfaringspoint
- Task dependencies 60 erfaringspoint
- Recurring tasks 60 erfaringspoint
  - Quiz
- Visibility and collaboration 60 erfaringspoint
  - Quiz
- Automations 60 erfaringspoint
  - Quiz
- Milestones 40 erfaringspoint
Time Management
- Timesheets basics 10 erfaringspoint
- Timesheets configuration and leaderboard 40 erfaringspoint
  - Quiz
Invoicing
- Invoicing project tasks 40 erfaringspoint
  - Quiz
Reporting and Analytics
- Project dashbord 60 erfaringspoint
- Measuring project's profitability 60 erfaringspoint
  - Quiz
- Customer ratings 40 erfaringspoint

Timesheets configuration and leaderboard

40 Erfarings point

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In this course, you will learn how to configure the Timesheets app to your business needs. We will also see how to set up a leaderboard to motivate your team!

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1. What type of timesheet reminder emails can be sent to your teams?

A reminder email for employees to submit their timesheets. A reminder email for approvers to validate their team’s timesheets. Both a reminder email for employees to submit their timesheets and a reminder email for approvers to validate their team’s timesheets.

2. How do you activate the billing rate Indicators?

You don't, it’s activated by default. Odoo > Timesheets > Configuration > Settings > Billing Rate Indicators. Odoo > Timesheets > Reporting > By Employee > Billing Rate Indicators.

3. What is required to activate the Leaderboard?

The encoding method should be set to days/half-days. Billing rate indicators need to be activated first. Timesheet reminder emails need to be activated first.

Project & Timesheets

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Timesheets configuration and leaderboard