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Task stages and statuses

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Odoo Project task stages and statuses let you track exactly where a task stands, both in your team’s overall workflow and within a single stage. Stages are the Kanban columns tasks move through, while statuses show a task’s progress inside its current stage.

What stages and statuses do

Task stages are project-specific Kanban columns, typically named something like New, In Progress or Done, and tasks are moved between them by drag and drop. Task statuses are five fixed states that cannot be renamed: In Progress, Changes Requested, Approved, Cancelled and Done.

How to create a task stage

  1. Open the Project app and create or open a project.
  2. Type a name into the Stage… field and click Add.

How to edit a task stage

  1. Click the cog icon next to the stage name.
  2. Choose Edit to change its Name, set an SMS/Email Template to notify customers, mark it Folded in Kanban, share it across other Projects, or add Automations.
  3. Choose Fold to hide the stage and its tasks from the Kanban view, or Delete to remove the stage.

Task statuses

Unlike stages, statuses cannot be customised. All tasks start as In Progress. Use Changes Requested or Approved to flag a task before it moves to the next stage: both are cleared automatically once the task changes stage. Use Done or Cancelled to close a task at any point, in any stage.

Frequently asked questions

What is the difference between a stage and a status?

A stage is a Kanban column you create yourself (for example New or In Progress), while a status is one of five fixed states Odoo uses to track a task’s progress within that stage.

Can I share the same stages across several projects?

Yes. When editing a stage, use the Projects field to make it available to more than one project that follows the same workflow.

Do Done and Cancelled statuses depend on the Kanban stage?

No. These two statuses are independent of the stage. A task can be marked Done or Cancelled in any stage, and it can be reopened later if needed.

Need help?

Need help designing task stages for your team? Contact support@thoughtlogik.com or see our Odoo implementation services.

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