Category management that actually flows from project to task

Governed, hierarchical categories for projects and tasks alike — with automatic inheritance, color-coded views, batch reassignment, and built-in analytics. No more re-entering the same category on every task.

The problem

Portfolio managers running Odoo Project accumulate dozens of projects and thousands of tasks with no consistent way to classify them by client type, service line, or cost center. Native tags are free-form and inconsistent between projects and tasks, and the handful of category apps on the market cover projects OR tasks — never both — forcing you to re-enter the same category by hand on every task with no real reporting to show for it.

The solution

Project Category adds one governed taxonomy that spans both projects and tasks. Categorize a project once and every new task inherits it automatically (still editable). Color-coded hierarchy, batch reassignment, and built-in pivot analytics turn category from a passive label into an actionable reporting axis.

Capabilities

Everything a category system should do

Every capability below is implemented in the module.

01

Hierarchical, color-coded categories

Build parent/child categories (e.g. Service Line → Consulting) with a color picker for instant visual scanning in list and kanban views.

02

Automatic project-to-task inheritance

New tasks pick up their project's category the moment they are created — still editable per task — so nobody re-selects the same category by hand.

03

Category on every project

Assign and see category directly on the project form and in the project list, with filter and group-by support built in.

04

Category on every task

Assign and see category directly on the task form and task list, so classification travels with the work, not just the project.

05

Optional mandatory enforcement

A single settings toggle makes category required on tasks, so managers can enforce classification discipline company-wide when they need it.

06

Built-in category analytics

A ready-made pivot view groups projects and tasks by category and hierarchy level, so workload and count answers do not require a spreadsheet export.

07

Batch (re)assignment wizard

Select any number of projects or tasks and assign or change their category in one action — no more editing records one at a time during a reorganization.

08

Filter and group everywhere

Category is a first-class filter and group-by option on project and task list, kanban, and search views across the app.

09

Ready-made presets and audit trail

Install with starter categories like Client Work, Internal, and Maintenance already in place, and every category change is tracked in a full chatter audit trail.

Workflow

How it works

1

Build your category tree

Create top-level and child categories with a color, or start from the ready-made presets.

2

Categorize a project

Pick a category on the project form — visible immediately in project list and kanban views.

3

Tasks inherit automatically

Every task created under that project picks up the category on its own, editable if a task needs its own.

4

Filter, group, and report

Slice projects and tasks by category anywhere, and open the built-in pivot for instant workload and count analytics.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

No. Tags stay free-form and unlimited; Project Category adds one governed, hierarchical taxonomy shared by projects and tasks that you can enforce, filter, and report on — the two work well together.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Project Category

One governed, hierarchical, color-coded taxonomy spanning projects and tasks, inherited automatically from project to task — with optional mandatory enforcement, batch reassignment, and built-in pivot analytics.

Buy on Odoo App Store