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Dream It Creations Odoo Basics

Dream It Creations Odoo Basics

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

Join this Course
Responsible Danica Reed
Last Update 02/20/2026
Completion Time 1 hour 55 minutes
Members 3
Onboarding
  • Welcome & How Dream It Creations Uses Odoo (empty)
    3Lessons · 6 min
    • What Is Odoo?
    • Why Dream It Creations Uses Odoo
    • Most Commonly Used Odoo Apps
  • Dashboard & Odoo Basics (empty)
    3Lessons · 6 min
    • Logging In
    • Dashboard and App Launcher
    • Account Settings and Notifications
  • Clocking In (empty)
    3Lessons · 3 min
    • Clocking In on Desktop/Mobile App
    • Clocking In on iPad
    • What To Do if You Forget to Clock In or Out
  • To-Do App (empty)
    2Lessons · 2 min
    • What To-Do is Used For
    • To-Do's VS Project Tasks
  • Knowledge App (empty)
    3Lessons · 6 min
    • What Knowledge is Used For
    • How To Create a Knowledge Article
    • Knowledge Organization and Structure
  • Contacts App (empty)
    4Lessons · 4 min
    • What Contacts is Used For
    • How Contacts are Added
    • Internal Contacts VS Clients
    • Editing Contacts
  • CRM App Basics (empty)
    5Lessons · 12 min
    • What CRM is Used For
    • Odoo CRM Stages Overview
    • How To Add Leads
    • How To Add a New CRM Project
    • How CRM Connects to Projects
  • Documents App (empty)
    5Lessons · 11 min
    • Documents Overview
    • What Documents is Used For
    • Documents Structure and Organization
    • Document Creation Template and Guidelines
    • Odoo Documents VS Google Drive
  • Project App (empty)
    10Lessons · 32 min
    • Projects Overview
    • What Project is Used For
    • How Dream It Creations Structures Projects
    • Understanding Task Stages and Priorities
    • Task Dependencies
    • Subtasks
    • Recurring Tasks
    • Tracking Time on Tasks
    • Communicating Progress Through Tasks
    • Completing a Task
  • Planning App (empty)
    2Lessons · 2 min
    • What Planning is Used For
    • Viewing Schedules
  • eLearning App (empty)
    3Lessons · 3 min
    • What eLearning is Used For
    • Tracking Course Progress
    • Required VS Optional Courses
  • Survey App (empty)
    4Lessons · 13 min
    • What Surveys are Used For
    • Survey Dashboard Overview
    • Sending Surveys to Clients
    • How Survey Feedback is Used
  • Time Off App (empty)
    3Lessons · 5 min
    • What Time Off is Used For
    • How To Request Time Off
    • Planning Time Off Responsibly
  • Conclusion (empty)
    1Lessons · 10 min
    • Wrap-Up and Review Quiz
      10 xp