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2

How to define the default project stage when create a new task?

By
Laura Intan
on 7/17/13, 1:34 AM 3,503 views

Whenever I created a new task, it always set in undefined project stage.

Anyone knows how to define the first stage by default when a task created?

5

Remya

--Remya--
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Thiruvananthapuram, India
--Remya--

Working as an Senior ODOO developer. http://in.linkedin.com/pub/remya-r/69/a23/298

Remya
On 7/17/13, 2:17 AM

You can create new stages.

image description

image description

In the above screenshot

define stage name, related status, sequence number is must.

please check the Default for New Projects checkbox for occuring this stage is default for all projects or wanted projects.

Thanks for your help. But that's not what I meant. Whenever I create a new task, it will be placed in undefined stage instead of my-already-define stages.

Laura Intan
on 7/17/13, 2:21 AM

i cant see your picture

Remya
on 7/17/13, 2:38 AM

Please edit Related Status as NEW

Remya
on 7/17/13, 2:55 AM
0
Sebastien Belanger
On 8/6/13, 2:07 PM

In order to do that, you need to set the "Related status" of your "Stage Name" to "New".

After that, the stage name of your newly created task will automatically be setted to the "Stage Name" you define as "New", in your case, "In progress"

0
Laura Intan
On 7/17/13, 2:29 AM

image description

this is the In Progress stage screen-shot image description

as the picture above, when i create a new task, it automatically set to undefined stage. how it can be set to in-progress stage by default?

i cant see your picture

Remya
on 7/17/13, 2:38 AM

sorry, i saved the pic as the tiff type. can you see it now?

Laura Intan
on 7/17/13, 2:44 AM

please send a screenshot of In progress stage.

Remya
on 7/17/13, 2:47 AM

sent at the picture above

Laura Intan
on 7/17/13, 2:54 AM

Please edit Related Status as NEW

Remya
on 7/17/13, 2:55 AM

It's done! Thank you very much! :)

Laura Intan
on 7/17/13, 2:59 AM

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Asked: 7/17/13, 1:34 AM
Seen: 3503 times
Last updated: 3/16/15, 8:10 AM