Hibou Odoo Suite: Project Description


Purpose

The Project Description module allows users to add a description to Projects that will be displayed on tasks. This is useful for keeping project-specific notes that you may need when working on a task in that project.

Getting Started

First things first, we want to install the module! Navigate to the Apps application and search for 'Project Description'. When ready, click the Install button.

Odoo CMS - a big picture

Good to Know!

This module requires the Project module. However, if you do not already have this module installed, Odoo will install it for you during this modules installation!

Processes

To get started, navigate to the Project application.

Odoo - Sample 1 for three columns


Adding a Description to a Project

Once there, select the More Options icon then Settings of an existing project or make a new one by hitting the Create button.

Odoo CMS - a big picture

Next to the Settings and Emails tabs, you will find a new tab called Notes. Select this tab and add notes about this project into the text area as you see fit. When finished, hit the save button.

Odoo CMS - a big picture

Viewing Project Notes on Tasks

Now, when you view tasks for a Project you added notes for, they can easily be found in the new Project Notes tab on any task for that project.

Odoo CMS - a big picture

Technical

This module adds new `note` HTML field to the Project model as well as a new `project_note` HTML field to the Project Task model. Additionally, there are new notebook page elements for the project form and project task form.