In projects, I have to create new stages for every project. Because of this, for example, I have many stages labelled "new" in my configuration. In making a new project, is there any way to add an existing stage for my tasks so I have less clutter and confusion?
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Configure Existing Stages:
- Before creating a new project, make sure you have predefined task stages that you want to reuse. You can set them up in the "Project > Configuration > Stages" menu.
Create a New Project:
- When creating a new project, navigate to "Project > Projects" and click on the "Create" button to start setting up the project.
Define Task Stages for the Project:
- While creating the project, you can set up the task stages that will be used for tasks within this project. Here's how:
- In the project creation form, under the "Tasks" tab, there's a field called "Tasks Stages". This field allows you to select the task stages that will be available for tasks within this specific project.
- You can select one or more existing task stages from the dropdown list.
- While creating the project, you can set up the task stages that will be used for tasks within this project. Here's how:
Save the Project:
- Complete the project creation process by filling in other relevant details.
- Save the project.
Use Reused Stages:
- Now, when you create tasks within this project, the task stages you selected will be available for selection.
- You won't need to create new stages; you can simply choose from the existing ones you've reused.
A quite good module to configure default stages:
https://apps.odoo.com/apps/modules/16.0/project_task_default_stage/
To optimize stages and to associate stages to projects navigate to Projects> Configuration > Task Stages
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