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Project Task Stage Auto State

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Odoo
v 18.0 Third Party 2
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Odoo Apps Dependencies • Project (project)
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Lines of code 199
Technical Name project_task_stage_auto_state
LicenseLGPL-3
Websitehttps://github.com/OCA/project
Versions 18.0 19.0
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Odoo Community Association

Project Task Stage Auto State

Alpha License: LGPL-3 OCA/project Translate me on Weblate Try me on Runboat

Automatically change task state (done or canceled) after they remain in a stage for a configured number of days.

Key features:

  • Configure auto-done days per stage with states that you want to apply.
  • Configure auto-cancel days per stage with states that you want to apply.
  • Automatic message posted in task chatter
  • Daily scheduled action to process tasks
  • Only open tasks are processed (closed states are ignored)

Important

This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status

Table of contents

Use Cases / Context

This module is useful in workflows where tasks need to be automatically closed after a certain period of time in a stage.

Common use cases:

  • Auto-done: Approval workflows where silence means consent after N days
  • Auto-done: Service level agreements (SLA) with automatic closure when completed
  • Auto-cancel: Timeout periods where tasks expire if no action is taken
  • Auto-cancel: Cleaning up stale tasks in waiting or review stages

Usage

To use this module, you need to:

  1. Enter debug mode
  2. Go to Project > Configuration > Task Stages
  3. Select or create a stage
  4. Configure the automatic actions:
    • Set “Auto-mark as done after days” to the desired number of days (0 to disable)
    • Activate shown boolean fields for states that you want to do something
    • Set “Auto-cancel after days” to the desired number of days (0 to disable)
    • Activate shown boolean fields for states that you want to do something
  5. Verify that the scheduled action “Project: Auto-change task state by stage” is active in Settings > Technical > Automation > Scheduled Actions
  6. When a task is auto-changed, a message is posted in the chatter indicating the automatic action

Notes:

  • The counter starts from the “Last Stage Update” date, which is updated each time a task changes stage
  • If both auto-done and auto-cancel are configured for the same stage and both thresholds are reached, auto-done takes precedence

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Moduon

Contributors

  • Shide (Moduon)
  • rafaelbn (Moduon)

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

Shide rafaelbn

This module is part of the OCA/project project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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