# Project management

> Odoo Project uses the Kanban project management system. Step by step in Odoo 16 with the Brazilian localization, by KMEE.

Fonte: https://docs.kmee.com.br/en/odoo/modules/projetos/gerenciamento-de-projeto/

Odoo Project uses the **Kanban** project management system. This means all projects are broken down into tasks, which are categorized on a whiteboard according to what production phase they are in.

Did you know?

The word **Kanban** comes from Japanese and refers to the "visual board" management method.

See also

[Odoo Tutorials: Kanban Project Management](https://www.odoo.com/slides/slide/kanban-project-management-1664)

## Configuration

Open the **Project** app and click **Create** to start a new project. Enter a **Name** for your project and click **Create Project**.

You can customize your existing **projects** from the dashboard by clicking the drop-down toggle button (**⋮**) on your project's **card**.

![Project card](https://docs.kmee.com.br/odoo/referencias/img/applications/services/project/project_management/project-settings.png)

This enables a new menu divided into four parts:

- **View**: see an overview of your project's components, such as its **Tasks**, **Milestones** and **Project Updates**. Depending on which apps you have activated, more options may be available, such as **Documents**. All uploaded files can be found under this menu, as well as in the **Documents** app, under **Projects**;

- **Reporting**: analyze your project's progress and profitability through graphics and statistics;

- **Color**: make a line of color appear on the left side of the card so that your project is more recognizable;

- **Settings**: you can change the following:

  - the **Name** of the project;
  - the **Name of the tasks** found under that project;
  - the **Customer** for whom the project is intended;
  - the **Tags** used for filtering;
  - the **Company** responsible for the project;
  - the employee designated as **Project Manager**;
  - the **Planned Date** of the project;
  - the total **Allocated Hours** for that project.

Additionally, you can mark the project as **Favorite**, allowing you to find it using the **My Favorites** filter on the Kanban view;

![Project settings](https://docs.kmee.com.br/odoo/referencias/img/applications/services/project/project_management/project-settings-opened.png)

See also

[Odoo Tutorials: Customize projects](https://www.odoo.com/slides/slide/customize-projects-3615?fullscreen=1)

Further settings are available under the **Settings** tab. Most of them are *only* available depending on the activated apps.

## Scheduling activities

You can schedule **activities** (ex. **Call**, **Meeting**, etc.) per project by clicking on the **clock** icon on a project. Doing so opens a list with already scheduled activities and allows planning **new** activities by clicking **+ Schedule an activity**. On the pop-up window, select the **Activity Type**, enter a **Summary** for that activity, a **Due Date**, and assign it to an employee. According to the **Activity Type**, you may have **additional options** available.

Note

If an activity is **already** scheduled, the icon may change to a **phone**, **group of people**, or other.