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odoo accounting v14 pos v15
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How to define the default project stage when create a new task?

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projectdefaultcustomtaskstage
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Laura Intan

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?

2
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Remya
Best Answer

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.

5
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Laura Intan
Autor

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.

Remya

i cant see your picture

Remya

Please edit Related Status as NEW

Avatar
Laura Intan
Autor Best Answer

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?

1
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Remya

i cant see your picture

Laura Intan
Autor

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

Remya

please send a screenshot of In progress stage.

Laura Intan
Autor

sent at the picture above

Remya

Please edit Related Status as NEW

Laura Intan
Autor

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

Avatar
Sebastien Belanger
Best Answer

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"

1
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Hendra
Best Answer

Hi, I'm using odoo 10,
Icannot find default for new project in stage.


please help

0
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