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Monthly Services inside of Odoo

By
John Buie
on 9/15/16, 6:54 AM 370 views
1. Delete
- There are some clients listed in Odoo as monthly services, such as ROI Solar, and they are not, so delete anyone who is not a currently monthly services clients' project from the project section. Including all three of their projects for dev, design and marketing.  
2. Consolidate 
- For each monthly services client rename the "Development Monthly Services" project to just "Monthly Services" 
- Move the tasks if any from their other monthly marketing and design projects setup for that client into the main "Monthly Services" one. Make sure you keep their same assignment. 
- While moving the tasks, change the color of the card based on the team as follows (I did this already in the LabRatGifts project as a sample) 
Blue=Dev
Yellow=Design
Pink=Marketing
Content=Green 
3. Organize
- For the monthly services projects only, go though and color code all but Done tasks with the color legend above. There are not many tasks from monthly in Odoo yet so this should not take long. 
- Re-create the Kanban column headings on all monthly services clients the same as I have on the LabRats project. 

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Asked: 9/15/16, 6:54 AM
Seen: 370 times
Last updated: 9/27/16, 8:42 AM