All In One PMS | Project Management System | All-in-One PMS system

by
Odoo

175.79

v 14.0 Third Party 6
Required Apps Project (project)
Employees (hr)
Lines of code 3788
Technical Name sh_all_in_one_pms
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 12.0 v 13.0
You bought this module and need support? Click here!
Required Apps Project (project)
Employees (hr)
Lines of code 3788
Technical Name sh_all_in_one_pms
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 12.0 v 13.0
logo
Enterprise Community Odoo.sh

All In One PMS

Are you still managing all projects and tasks with separate modules? That’s really a waste of time and effort. Our module, all-in-one project management system (PMS) focused on managing every aspect of your projects. You can handle projects, tasks, due dates, checklists etc in one module. All in one PMS makes it easier to manage all projects and tasks. So go ahead and download the module to improve your project management skills!

  • Mass Update Project Stages
  • Overdue Task Email Notification
  • Project Own Checklist
  • Project & Task Priority
  • Auto Project Task Stages
  • Assign Task To Multiple Users
  • Print Project Report
  • Task Auto Assignment
  • Task Checklist
  • Task Own Checklist
  • Task Custom Fields
  • Mass Update Task
  • Task Send By Email
  • Project Task Subtasks
  • Task Timer Advance

In the GIF, we are using our "Backmate Theme".Click Here To Download Backmate Theme

Update multiple tasks with projects and stages.
Add custom field & tab in Task Form View.
Create project checklist.
Create project checklist template.
Create task checklist.
Create task checklist template.
Manage multiple project stages.
Overdue task notifications by email.
Set priority on projects and tasks.
Different project task stages for different projects.
Create a project stage template.
Assign multiple users for a single task.
Print particular Project PDF report with the task.
Manage tasks based on stage changes.
Send emails of task details to any user.
Attachment auto add-in task email.
Divide the project task and subtask.
Control task and sub-task progress
Calculate time duration of project task with full details.
Compute task duration with project, task & employee name.

Enable "Mass Project Stage" group.


Select stages from the list view and click "Add Project".


After that one wizard opens, select update method and project then press the "Done" button to update projects. Here we choose the "Add" method so it adds stages with old stages in the projects.


Project stages updated.


Now we choose the "Replace" method for project stages so it removes old stages and updates new stages.


Project stages updated.

Set Overdue Notification Days. Task Deadline Date is Compared with ( Today's Date - Overdue Days Entered).


Set Deadline Date, Assigned User and if "Task Completed".


Filter Task by "Completed" or "Not Completed" Status.


Not Completed Task List.


Schedule Action will run Auto Every Day and sends Email to Assigned User whose Task "Not Completed" and Deadline Date is Gone.


Notification Email sent to User whose Task Not Completed and Deadline Date is Overdue

Enable "Project Custom Checklist" group.


Create Project Checklist entry.

Project Checklist entry available inside project.

Project Checklist with State New,Completed and Cancelled.Project Checklist based on Checklist Completed. Click on Check Icon To Complete Checklist.Cancel Icon to Cancel Checklist.

Checklist Completed Percentage on List view.

>

Go to the "Configuration" => Project Custom Checklist Template.

Now we create a project checklist template, checklist template form view looks like this.

Project checklist template list view looks like this.

Now we fill the checklist by selecting the checklist template.

When we select checklist template, it adds a record by default.

Enable "Project Priority" group.


We create a new project with priority and tick "Default Added To Task" to set default priority for a task which priority assigned to the project.


After that, we create a new task and it does not show priority in any projects.


Now we choose a project in which we had tick "Default Added To Task" in the priority. so it set default priority for a task which priority assigned to the project.


Project list view with the priority.


Tasks list view with the priority.


Now we group by projects by "Priority" in the list view.


Now we group by tasks by "Priority" in the list view.

Enable "Project Stage" group.


Create and define project task stages in the project.

Task stages from the selected project.

Select projects from the list view and click "Mass Stage Update".

After that one wizard opens, select update method and stages then press the "Done" button to update stages. Here we choose the "Add" method so it adds stages with old stages.

Stages updated.

Now we choose the "Replace" method for stages so it removes old stages and updates new stages.

Stages updated.

Go to the configuration to create the project stages template.

Enter details and save it.

You can choose created template in the project.

Project with the stage template.

Enable "Display Multi User In Task" group.


Go to project => configuration => settings and tick the "Display multi users in task?".


Now go to the project => task, you can assign a task to multiple users.


Tasks list view.


Task form view that displays assigned multi-users.

Goto Project => Select Print => Select Project Detail.

Project Detail Print.

Goto Task => Select Print => Select Task Detail.

Task Detail Print.

Select "Assign To" in the project stages.


Select "Assign To" in the project stages.


Automatically assign a task to a responsible user when you change stages.

Enable "Task Checklist" group.


Create Task Checklist and description.

Task Checklist List available in Task.

Select Task Checklist that are completed, based on that Checklist percentage calculated.

Task Checklist Completed Percentage on List view.

Enable "Task Custom Checklist" group.


Create Task Checklist and description.

Task Checklist List available in Task.

Task Checklist with State New,Completed and Cancelled.Task Checklist based one Checklist Completed. Click on Check Icon To Complete Checklist.Cancel Icon to Cancel Checklist.

Task Checklist Completed Percentage on List view.

Go to the "Configuration" => Task Checklist Template.

Now we create a task checklist template, checklist template form view looks like this.

Task checklist template list view looks like this.

Now we fill the checklist by selecting the checklist template.

When we select checklist template, it adds a record by default.

Set user rights to allow add custom field inside the task.


Click on the "Add Custom Field" & 'Add Custom Tab' button to add a new field & tab in the task form.


You can set tab name, label, groups & tab list position and click 'Create Tab'.


'Other Info' Tab is created.


For adding the field in the custom tab click 'Add custom field' and add field name, label, type, tab list, tracking for track field value, and click 'Create fields'.


The custom field 'Is New Task' is created.


Char field with widget "Email".


Email field added.


Char field with widget "Phone".


Phone field added.


Char field with widget "URL".


User must Enter Website address, on click redirect to linked URL.


Date field set to copied "True".


Date field added in form view.


Datetime field set to copied "True".


Datetime field added.


Float: Float time widget added to track time (hours: minutes).


Float time widget added.


Html type added which will be useful to get an HTML interface.


Html feature added.


Integer type added.


Integer value added.


Many to many fields with model and widget and access rights set to the given group.


Many to many: This feature added for many to many fields. this will help you to filter records of the selected model. let's say you have selected contacts model and you want to filter only customers. so you can easily do using this feature.


Checkboxes: This feature added to select multiple values from the model. in this, you will see all options with a tickbox. you can tick multiple items.


Many to many of Checkbox's outputs looks like below.


Many to many: Binary widget added.


Binary widget added (Binary widget useful to give more than 1 one attachments).


Many to one: Selection widget added.


Selection widget added.


Set type as selection and enter options as per requirement, widget set to the radio.


The selection field with "radio" widget added to form.


Priority: This feature added to add a priority view.


The selection field with "priority" widget added to form.


Color field added.


Color field added for a selection of different colors.


Signature field with access rights.


Signature field added.


'Task Custom Field' & 'Task Custom Tab' menu in the configuration. where you can see the list of the custom tab & custom fields.

Select the tasks from the list view and then from the "Action" menu select "Mass Update".


After that one wizard opens, you can update multiple task's from here, here we update assigned to person of the mass tasks.


Mass tasks updated with the assigned person.


Now we update the tags of the multiple tasks. You can update tags by 2 methods,
"Add" and "Replace".

Add: It adds new tags in old tags.
Replace: It replaces new tags with old tags, so it removes old tags.
Here we update tasks tags by using the method "Add".


Mass tasks updated with the tags.


Now we update tasks tags by using the method "Replace".


Mass tasks updated with the tags.


Now we update the deadline of the multiple tasks.


Mass tasks updated with the deadline.


Select the tasks from the list view and then from the "Action" menu select "Mass Update" so it opens one wizard, here we update the stages of the mass tasks.


Mass tasks updated with the stages.


Select the tasks from the list view and then from the "Action" menu select "Mass Update" so it opens one wizard, here we update the projects of the mass tasks.


Mass tasks updated with the projects.


Enable "Task Send By Email" group.


Inside Project Task add attachments that you want to send in email. Now click on "Send by Email" button.

On "Send by Email" button click, wizard opens where all the attached documents shows. These all documents will be sent to receiver of mail. You can remove any attachment from wizard that you don't want to send at that time. Click on "Send" button.

Email sent to all selected "Recipients". Attachment that are added in wizard are sent inside email.

Customize Email template created. One can edit it as per their requirement.

Enable "Project Task Subtask" group.


Select appropriate project stages like "Done" and "Cancel".

For creating subtasks click "Add a line".

After that one wizard open, you can add a description, image or link here.

If your sub-task still pending and you have done the parent task than alert will come.

You can see the subtask analysis easily.

Auto cancel subtasks if the parent task canceled.

Enable "Task Timer" group.


You can start/end each task from the kanban view & menu bar.


It opens the wizard after press "Start" button, enter a project and task detail, and press the "Start Task" button.


Kanban view of the tasks with the timer and employee name. You can see task full details from here also.


The form view of the task, you can start/end task also from here.


It opens the wizard after press "End Task" button, enter a task description, and press the "End Task" button.


After the task ends, The time duration and date will update automatically with full task detail in the timesheet.


Version 14.0.3 |Released on : 23rd September 2021

  • Fixed Minor Bug Fixed

Version 14.0.2 |Released on : 16th September 2021

  • Fixed Minor Bug Fixed

Version 14.0.1 |Released on : 29th June 2021

  • Initial Release
  • Yes, This app works perfectly with Odoo Community as well Enterprise.

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