Opportunities, Projects & Tasks

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Opportunity and project management

Track leads and opportunities, and manage internal or customer projects, linking them to other Dolibarr objects like proposals, orders, and invoices.



Task breakdown and assignment

Create projects with a hierarchy of tasks and subtasks, assigning them to specific users or groups to define responsibilities and deadlines.

Progress tracking

Monitor project and task status, compare actual progress against planned timelines, and visualize project schedules using tools like Gantt charts.

Time and expense tracking

Log time spent on tasks, which can be used for invoicing, profitability analysis, or detailed time reports by user, project, or task. It also supports expense tracking.

Document management

Attach and centralize all project-related documents and files in one place.

Automation

Automate repetitive tasks, such as auto-generating standard tasks when a new order is created or sending alerts for overdue deadlines.

Customization

Customize the module by adding custom fields to capture specific business information relevant to your projects.

Financial linking

Link financial elements like proposals, orders, and invoices directly to projects for a complete financial overview.