Project Management: Task versioning, Common Projects

Default task stage management and Advanced tracking of the task versioning in order to track the task process

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Version: V13

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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

Cluedoo provides multiple features to easily manage your projects and tasks, including:
- stages for Project: possibility track the overall workflow of a project
- default Stages for new projects: no more manual setting for repetitive project
- new buttons to manage the tasks
- define final customer of a project
MODULE +

Cluedoo gives you the possibility to manage and control your projects/tasks at ease. 
For example, every sales project in your company has 3 stages: pre-sales, in progress and after-sales. You can set to have these by default when you create a new project. It will save time and make your work more efficient.
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

This is the button to move your task to stage      " Cancel" immediately without any manual click and drag manipulations. 
Create a new stage named " Cancel ", then check " Stage cancel".





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

On Project, Configuration,
we have additional menu
"Task Stages". On the stage,
we have checkbox "Block Timesheet
Modification".


2

When a user create or modify a
timesheet on the task where the
project is in state "Done", there will be a restriction