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Home └Project & Timesheets └Customer ratings

Project & Timesheets

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Course content
  • Project Management
    • Project basics and your first task
    • Project stages and statuses 60 xp
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    • Customize projects 60 xp
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    • Top bar 60 xp
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  • Tasks Management
    • Creating tasks from emails and web forms
    • Creating tasks from sales orders
    • Subtasks 40 xp
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    • Task dependencies 60 xp
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      • Join this Course to access resources
    • Recurring tasks
    • Visibility and collaboration
    • Automations
    • Milestones 40 xp
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  • Time Management
    • Timesheets basics 10 xp
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    • Timesheets configuration and leaderboard
  • Invoicing
    • Invoicing project tasks
  • Reporting and Analytics
    • Project dashbord 60 xp
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      • Join this Course to access resources
    • Measuring project's profitability
    • Customer ratings 40 xp
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Customer ratings

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In this course, you'll learn to use customer ratings in the Project app by practicing.

We recommend watching this video if you are stuck on a question, but it's optional.

🖊️

To answer this quiz, use the data from this database: https://demo.odoo.com > Project app > open one of the projects.

Did you mess up? Start over with clean data by clicking Restart on the homepage!

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1. What do you need to do in the first place to use customer ratings?
Nothing, it’s enabled by default You have to enable it: General Settings > Customer Ratings You have to enable it: CRM > Configuration > Settings > Customer Ratings You have to enable it: Project > Configuration > Settings > Customer Ratings
2. What is the action that automatically sends the customer rating email?
When a task moves to the status you selected When a task moves to the stage you selected When a task moves to the Finished stage When a task moves to the Done status
3. On the projects' kanban view, what’s the meaning of the numbers displayed next to a smiley?
It’s the average satisfaction rate based on completed client surveys The number on the left shows the number of surveys sent, and the one on the right shows the number of surveys completed over the last period The number on the left shows the number of surveys completed, and the one on the right shows the number of surveys sent over the last period
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