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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STORY BEHIND THE FEATURES
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 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
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.
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OUR FEATURES AS SOLUTION
Define the stage for new project and the project from opportunities
Cancel task button
Update task button and track the history
Define your final customer
Make a field to store the
status (Draft, In Progress, Done) in Project
HOW TO USE THIS MODULE
Project Stages - Default for New Project
On stage, we can set the stage as Default for New Projects
So when you create a new project, it will automatically create the stage that we chose as default for new project
Project Stages - Default for Project Opportunities
We also have an option to set the stage as Default for Project Opportunities
Create a Project, and on Project form view, we have Opportunities checkbox. Check the checkbox and after checking it, click Modify Default Stage, then Save.
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
We have Final Customer check box on customer form view, Sales & Purchase tab to mark if this partner is final customer
Go to Project - the project will show the status same as in the task
You can also search by Stage.