Use Cases / Context

There may be cases where you want to prevent certain users from moving a task into specific stages. For example, developers can move tasks to the "Review" stage, but only a project manager can move a task to the "Done" or "Cancel" stages.

Configuration

The Task Stages menu is only visible when Odoo is in developer mode. Please turn on developer mode before proceeding.

Go to "Project > Configuration > Task Stages" and select or create a new task stage. Configure the following fields in the "Stage Change Restriction" group:

• Assigned Only If enabled, only users assigned to the task can move it into this stage.
• Project Manager If enabled, only the manager of the project this task belongs to can move it.
• Group Members Select groups whose members can move tasks into this stage.

Please be advised, that selected conditions are evaluated using the "OR" principle. So, a user should satisfy any of the selected conditions.

NB: restrictions are not applied if a stage is being changed by a superuser.

Usage

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

Maintainers

This module is maintained by the OCA.

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.

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.