Odoo Project Management Automation System

Our teams manage campaigns and cross-functional projects and I want the entire process to live inside Odoo. I already rely on the Project Management, CRM and Marketing Automation apps, but they don’t yet talk to each other the way I need.

What I’m after is a unified workflow that automatically spins up tasks (with subtasks, check-lists and role assignments), routes each item through a custom approval chain, tracks status in real time and then schedules the follow-up marketing actions on a recurring basis. Think of it as “click once, watch the project run itself”—while still giving me drill-down analytics on progress, workload and ROI.

Custom development is essential:
• Advanced task-to-task dependencies that can block, fast-track or re-sequence work as conditions change
• A flexible, multi-level approval engine (per task type, value or department) that writes back to the project timeline
• Enhanced reporting dashboards that combine project KPIs with CRM opportunity data and Marketing Automation metrics

Deliverables
• Configured Odoo database with the three core modules fully interconnected
• Custom modules or server actions providing the dependency logic, approval workflow and reporting layers described above
• Demo data plus clear, step-by-step documentation so my in-house team can add new projects and recurring marketing templates without developer help
• A brief hand-over session (recorded) walking through the solution, key code areas and future extension points

Acceptance criteria
The system should create a full project structure—including subtasks, assignees and checklist items—from a single template trigger; enforce the approval chain before any task can move to the next stage; update dashboards instantly; and generate the next cycle of recurring marketing tasks on schedule without manual intervention.

If you’ve built similar Odoo customisations and can deliver clean, upgrade-safe code, I’m ready to get started right away.