Give every project a named team not a free-for-all roster
Project Team Member organizes people into named teams with roles, an account manager, and a tech lead, then locks task assignment and visibility to the roster you define — so the right people work on the right projects, every time.
The problem
In native Odoo Project, anyone with project access can be assigned a task, and there is no first-class team concept tied to a project. Tasks land on people outside the delivery team, work leaks across clients, and project managers end up policing assignments by hand and tracking rosters in spreadsheets.
The solution
Define named teams once with a lead, account manager, and tech lead, then assign a team to a project in one click. Members populate automatically, task assignment and visibility can be locked to the roster, and managers get workload badges, missing-assignment filters, and a bulk-assignment wizard to run it all at scale.
Everything a multi-team project needs
Every capability below is implemented in the module.
Named Team Rosters
Create teams with a lead, account manager, and tech lead, then add members with a role (lead, member, reviewer, viewer) and a task capacity. Chatter tracks every roster change.
Team List & Kanban
Browse teams in a color-coded kanban with lead avatar and member/project counts, or switch to a list view with search and group-by on lead or company.
One-Click Team Assignment
Select a team on any project and the account manager, tech lead, and project manager fields fill automatically — but only when they are still blank, so a manual override is never silently overwritten.
Project Kanban & Form Integration
The project form carries the assigned team, account manager, and tech lead alongside two restriction toggles; the kanban card shows the account manager avatar and team name at a glance.
Missing-Assignment Filters
Filter and group projects by Missing Team, Missing Account Manager, or Missing Tech Lead, plus group-by team/account manager/tech lead, so unstaffed projects surface immediately.
Restricted Task Assignment
Turn on Restrict Tasks to Team and the assignee dropdown narrows to team members only. Assigning or creating a task for an outsider raises a clear message naming who to contact to add them to the team.
Team-Scoped Task Visibility
Turn on Restrict Task Visibility to Team and a record rule hides that project's tasks from anyone who is not on the assigned team, closing cross-project and cross-client leakage.
Workload & Capacity Badges
Every team member shows an active-task count against their capacity as a progress bar and an Available, Busy, or Overloaded badge, so managers spot overload before they assign more work.
Bulk Team Assignment Wizard
Assign one team to many projects at once, optionally setting the account manager and tech lead and overwriting existing values — turning project-by-project staffing into a single action.
How it works
Build the roster
Create a team, set its lead, account manager, and tech lead, then add members with a role and a task capacity.
Assign to a project
Pick the team on the project form. Blank account manager, tech lead, and PM fields fill in automatically.
Lock it down
Toggle Restrict Tasks to Team and Restrict Task Visibility to Team to keep assignment and visibility inside the roster.
Manage at scale
Use the Missing Team/AM/Tech Lead filters, workload badges, and the bulk-assign wizard to keep every project staffed.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
Selecting a team only fills the account manager, tech lead, and project manager fields when they are still blank. If you already set one manually, it is never overwritten.
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 Team Member
Named team rosters tied to projects, with one-click team assignment, restricted task assignment and team-scoped visibility — plus workload badges and bulk operations.
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