Dream It Creations Odoo Basics
Completion Deadline: Within first 7 days of employment
Applies To: All team members
This course is mandatory for all new employees.
By the end of this course, a new team member will:
Understand how Dream It Creations uses Odoo daily
Know which apps they are responsible for
Complete core operational tasks independently
Understand accountability tied to system usage
| Responsible | Danica Reed |
|---|---|
| Last Update | 04/22/2026 |
| Completion Time | 2 hours 25 minutes |
| Members | 3 |
Onboarding
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Introduction & How Dream It Creations Uses Odoo (empty)6Lessons · 12 min
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What Is Odoo?
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What Odoo Is and Why Dream It Creations Uses It
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How Odoo Supports Tasks, Projects, Communication, and Accountability
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What Odoo Is Used For Daily
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Odoo Use Expectations
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Course Expectations
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Role Context (empty)3Lessons · 5 min
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Why Odoo is Required
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How Everything Connects in Odoo
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Impact of Correct System Usage on Team Performance
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Dashboard & Odoo Basics (empty)3Lessons · 6 min
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Logging In
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Dashboard and App Launcher
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Account Settings and Notifications
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Clocking In (empty)4Lessons · 5 min
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Why Time Tracking Matters at Dream It Creations
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Clocking In on Desktop/Mobile App
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Clocking In on iPad
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What To Do if You Forget to Clock In or Out
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To-Do App (empty)3Lessons · 4 min
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What To-Do is Used For
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How To Stay Organized
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To-Do's VS Project Tasks
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Project App (empty)10Lessons · 32 min
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Projects Overview
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What Project is Used For
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How Dream It Creations Structures Projects
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Understanding Task Stages and Priorities
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Subtasks
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Task Dependencies
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Tracking Time on Tasks
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Recurring Tasks
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Communicating Progress Through Tasks
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Completing a Task
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Documents App (empty)5Lessons · 11 min
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Documents Overview
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What Documents is Used For
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Documents Structure and Organization
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Odoo Documents VS Google Drive
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Document Creation Template and Guidelines
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Knowledge App (empty)3Lessons · 6 min
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What Knowledge is Used For
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Knowledge Organization and Structure
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How To Create a Knowledge Article
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Contacts App (empty)3Lessons · 3 min
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What Contacts is Used For
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Internal Contacts VS Clients
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Editing Contacts
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Planning App (empty)2Lessons · 2 min
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What Planning is Used For
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Viewing Schedules
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eLearning App (empty)3Lessons · 3 min
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What eLearning is Used For
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Tracking Course Progress
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Required VS Optional Courses
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Survey App (empty)4Lessons · 13 min
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What Surveys are Used For
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Survey Dashboard Overview
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Sending Surveys to Clients
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How Survey Feedback is Used
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Time Off App (empty)3Lessons · 5 min
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What Time Off is Used For
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How To Request Time Off
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Planning Time Off Responsibly
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Common Mistakes & Standards (empty)2Lessons · 10 min
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Common Mistakes
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Standards
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Practical Application (empty)6Lessons · 15 min
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Starting Your Day
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Managing Work
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Handling Requests
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Finding Information
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Document Management
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Ending The Day
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Review (empty)1Lessons · 10 min
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Review Quiz10 xp
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Conclusion (empty)1Lessons · 3 min
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Wrap-Up
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