Project Stages and Workflows

Overview

Stages define the lifecycle of tasks within a project and help teams visualize work status.

Purpose

Stages allow teams to visualize work status and enforce process consistency.

Step-by-Step

1. Open project settings
2. Configure stages
3. Apply stages to tasks

Configuration Notes

• Stages can be project-specific or shared
• Automation rules can be applied

Common Issues

• Too many stages creating friction
• Inconsistent usage across teams

Limitations

Odoo does not natively enforce approval gates between stages.

Professional Assistance

BUSATX can implement approval logic and automation.