User Assignment to Stage

by
Odoo

16.02

v 10.0 v 11.0 Third Party 16
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Discuss (mail)
Technical Name project_task_auto_assign
Websitehttp://lab.stone.red@gmail.com
Versions 10.0 11.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Discuss (mail)
Technical Name project_task_auto_assign
Websitehttp://lab.stone.red@gmail.com
Versions 10.0 11.0

Project Automatization

Avoid human errors.

Assign user responsible for stage. Automatically assign new user to task on stage change.

Different scenario for each project

Easily configurable in project settings



All projects match the same pattern?

Set default stages and assigned users globally

Set stage as default for new project and will no longer be need to add them manually each time.

Set default assigned to user and it will appear as default user in User Auto Assignment table (project settings).

Have questions or need additional functionality?

Contact me via email:

lab.stone.red@gmail.com

Project Task User Auto Assigner

Installation

  • Install this module in a usual way

Configuration

  • Enable technical features
  • Open menu Project >> Stages >> Choose stage/Create new
  • Assign Default Assigned to if you have user which always be responsible for current stage
  • Mark Default for New Projects if stage must be in all new project as default stage
  • Open menu Project >> Projects >> Choose project/Create new
  • In User Auto Assignment table >> Assigned to column assign users which you want to be assigned to task, when task is in related stage (Stage column). IMPORTANT! These settings is unique per project.

Usage

  • Open menu Project >> Tasks >> Choose task
  • Click on any Stage in bar under Edit/Create buttons, Assigned to field will change value depending on configuration in project settings.

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version 12
by
G
on 9/19/20, 4:38 PM Confirmed Purchase

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