Project Management: Task versioning, Common Projects
Default task stage management and Advanced tracking of the task versioning in order to track the task process
| : V13 |
Project Management: Task versioning, Common Projects
Default task stage management and Advanced tracking of the task versioning in order to track the task process
| :V13 |
STORY BEHIND THE FEATURES
ODOO BEHAVIOUR
Odoo proposes using "stage" to track the progress of tasks in each project. So every time we have a new project, we need to set the stages manually.
CLUEDOO BEHAVIOUR
MODULE +
CLUEDOO RECOMMENDATION
100% of your databases.
OUR FEATURES AS SOLUTION
Project Stages
Define the stage for new project and the project from opportunities
Cancel Task
Cancel task button
Update Task
Update task button and track the history
Final Customer
Define your final customer
Project Workflow
Make a field to store the
status (Draft, In Progress, Done) in Project
HOW TO USE THIS MODULE
Task Stages - Default for New Project
1
On stage for view, you can set the stage as Default for New Projects.
2
So when you create a new project, it will automatically create the stage that you chose as default for new project.
Task Stages - Default for Project Opportunities
1
You also have an option to set the stage as Default for Project Opportunities.
2
- Create a Project
- On Project form view, you have the "Opportunities" checkbox on the "Settings" tab.
- Check the checkbox
- The stage that we chose as default for new project opportunities will automatically be created.
- If you check the "Opportunities" checkbox when editing an existing project, you have to click on "Modify Default Stage", then save, for it to take effect
Cancel Task Button
Update Task Button
Cluedoo also provides Update Task button
Final Customer
We have Final Customer check box on customer form view, Sales & Purchase tab to mark if this partner is final customer
Project Workflow
1
Go to Project - the project will show the status same as in the task
2
You can also search by Stage.
Timesheet Restriction
1
2
When a user create or modify a
timesheet on the task where the
project is in state "Done", there will be a restriction
