How to Create a Project with AI in Odoo 20: Step-by-Step Guide

Creating a project in Odoo involves more than adding a project name. You may also need to define workflow stages, create tasks, assign team members, and set deadlines before your team can get started.

Odoo 20 introduces an AI-assisted workflow that, in the demonstrated setup, allows users to describe their project requirements in natural language. Instead of entering every detail manually, you can ask the AI agent to prepare a project structure and review the proposed changes before approving them.

In this guide, you will learn how to create a project with AI in Odoo 20, set up project stages, add tasks, verify the results, and refine the project using follow-up prompts.

Before You Start

Before following this tutorial, make sure you have access to an Odoo 20 database with the Project app available.

The AI-assisted workflow shown in this guide may depend on the database configuration, available AI features, and user permissions. Confirm that the AI assistant and the actions demonstrated below are available in your environment before following the steps.

For this tutorial, we will create a sample project called Website Redesign with four stages and four tasks.

Project details used in this example

1. Project name: Website Redesign

2. Stages: To Do, In Progress, Review, Done

3. Tasks: Design Mockup, Frontend Development, Content Writing, Testing

This example will help you understand the complete process, from the initial request to the final project board.

Step 1: Open the Project App in Odoo 20

Log in to your Odoo 20 database and open the Project app from the main menu.

The Projects dashboard displays your existing projects. Depending on your configuration and view, you may see project cards, task counts, assigned users, and other project information.

To create a project manually, you would typically use the New button and enter the required details. In this tutorial, we will use the AI assistant to prepare the project instead.

What to look for: Make sure you are in the Project app and can access the Projects dashboard before continuing.

Step 2: Open the Odoo AI Assistant

Locate the Odoo AI icon in the interface shown in your database and open the assistant.

In the demonstrated workflow, a chat panel appears in the lower-right area of the screen. It provides a space to enter requests and interact with the AI assistant.

You can describe the project you want to create using ordinary language rather than a specialized command format.

The exact location and availability of the AI assistant may vary depending on the Odoo setup. If the icon is not available, verify that the relevant feature is enabled and accessible to your user.

Step 3: Write a Clear Prompt for Your Project

The quality of your request affects how clearly you communicate the project requirements. Include the project name, the workflow stages you need, and the tasks you want to create.

For this example, use the following prompt:

Create a new project called "Website Redesign" with the stages To Do, In Progress, Review, and Done. Add tasks for Design Mockup, Frontend Development, Content Writing, and Testing.

This prompt defines the project structure in a single request.

Tips for writing better Odoo AI prompts

 

• Use a clear and specific project name.
• List the stages in the order you want them to appear.
• Provide the names of the tasks you need.
• Include additional requirements, such as assignees or deadlines, when supported by the available AI actions.
• Review the proposed changes rather than assuming the AI has interpreted every detail correctly.

A well-defined prompt makes it easier to compare the proposed project structure with your actual requirements.

Step 4: Review and Approve the Project Creation

After you submit the prompt, review the AI assistant's proposed action.

In the demonstrated workflow, the assistant displays a confirmation card containing the project details, including the project name and company. Check the information before approving the action.

The confirmation options shown in the supplied example are:

• Yes, do it: Approves the proposed action.
• Yes, always approve in this chat: Allows subsequent actions in the same chat to proceed without individual confirmation.
• No, I want something else: Decline the proposed action so you can revise your request.

Review the available options in your own interface, as their wording or behavior may differ between configurations.

Once the project creation action is approved, the project appears on the Projects dashboard. In the example, the project initially appears with zero tasks because the stages and tasks are handled in subsequent steps.

Step 5: Create and Approve the Project Stages

After the project is created, review the proposed workflow stages.

For the Website Redesign project, the stages are:

1. To Do
2. In Progress
3. Review
4. Done

These stages represent the progress of work from the initial task list through review and completion.

In the demonstrated workflow, the AI assistant presents the stages in a second confirmation card. The card also displays sequence numbers and links the stages to the Website Redesign project.

Check the stage names, their order, and the associated project before approving the action.

A clear stage structure helps your team understand where each task belongs and how work should progress through the project.

Step 6: Create and Approve the Project Tasks

Next, review the proposed tasks for the Website Redesign project.

The example includes four tasks:

• Design Mockup
• Frontend Development
• Content Writing
• Testing

In the demonstrated workflow, the AI assistant proposes these tasks under the Website Redesign project and places them in the To Do stage.

Check that each task has the correct name and is associated with the intended project and stage. Approve the action only after reviewing the proposed task list.

Once the tasks have been created, they should be available within the project according to the result shown in your Odoo database.

If a task is missing or has been assigned to the wrong stage, review the project and correct the details before your team begins working.

Step 7: Verify the New Project in Odoo

After completing the project, stage, and task creation steps, return to the Projects dashboard and open Website Redesign.

Verify that the project contains the expected stages and four tasks.

Check the following details:

• The project name is correct.
• All four stages are present and ordered correctly.
• All four tasks have been created.
• Each task belongs to the correct project.
• Tasks appear in the intended stage.
• Any additional details requested during setup are correct.

In the supplied example, the dashboard displays four tasks, and opening the project reveals the four workflow stages and their task cards.

If the dashboard does not immediately reflect the latest changes, refresh the page and check again.

Important: Review the generated project before relying on it for active work. AI-assisted creation can reduce repetitive data entry, but it does not remove the need to verify the resulting records.

Step 8: Refine the Project with Follow-Up Prompts

Creating the initial project structure is only the first part of the process. You may need to add tasks, update deadlines, or assign work as your requirements become clearer.

In the demonstrated workflow, follow-up prompts are used to make changes to the Website Redesign project.

For example:

• "Add a task called Deployment in the Review stage."
• "Assign the Testing task to Joel Willis."
• "Set the deadline for Design Mockup to October 25."

These examples illustrate how you can describe additional changes in natural language. Whether each action is available depends on the AI tools, permissions, and configuration in your Odoo environment.

After submitting a follow-up prompt, review any proposed changes and confirm that the intended task, assignee, stage, or deadline has been updated correctly.

You can also open the project and make manual edits through the standard Project interface when needed.

Benefits of Using AI for Project Setup in Odoo 20

When the relevant AI actions are available and work as demonstrated, AI-assisted project creation can offer several practical benefits.

1. Less repetitive data entry

Describing a project in natural language can reduce the need to enter every project detail manually.

2. Faster initial project setup

A structured prompt can help prepare the initial project, stages, and task list in fewer manual steps.

3. A clearer project workflow

Defining the stages and tasks together gives the team a consistent starting point for organizing work.

4. Easier project refinement

Follow-up prompts can provide another way to request supported changes without navigating through every record manually.

5. Human review of generated changes

Where confirmation cards are available, reviewing the proposed actions before approval helps you check whether the requested changes match your requirements.

These benefits depend on the available AI functionality and the quality of the instructions provided. Generated results should always be checked before the project is used for ongoing work.

Frequently Asked Questions

1. Can you create a project in Odoo 20 using AI?

The workflow demonstrated in this guide uses an AI assistant to prepare a project and its related stages and tasks through natural-language requests. Availability depends on your Odoo 20 environment and its enabled AI capabilities.

2. What information should you include in an Odoo AI project prompt?

Start with the project name, the workflow stages, and the tasks you want to create. Add other requirements, such as assignees and deadlines, only when the relevant actions are supported in your environment.

3. Can Odoo AI assign tasks and set deadlines?

The supplied example demonstrates follow-up prompts for assigning a task and setting a deadline. Verify that these actions are available in your database and confirm the resulting changes after submitting the prompts.

4. Should you review a project created with AI?

Yes. Check the project name, stages, tasks, assignments, and deadlines before relying on the generated structure. Reviewing the result helps identify missing or incorrect details.

5. Can you edit the project after creating it with AI?

Yes. You can use supported follow-up actions or edit the project and its tasks through the standard Odoo Project interface

Conclusion

Creating a project with AI in Odoo 20 can offer an alternative to entering every project detail manually. In the demonstrated workflow, you describe the project, review the proposed actions, create the stages and tasks, and make further changes through follow-up prompts.

The most important part is to provide clear instructions and verify the resulting project before your team starts working.

If the AI-assisted workflow is available in your Odoo environment, try it with a small sample project first. This gives you an opportunity to understand the available actions and confirm that the generated project structure matches your requirements.