Understanding project stages

Project stages allow you to track a given task through different phases of its completion. These stages often will vary from project to project depending on the types of task involved. For example, a project involving software development would likely have different task stages from one that involves planning a real-estate development seminar.

In Odoo 11, a new project does not provide default stages for your project. Fortunately, it is very easy to create new stages. Let's go ahead and create some stages for our new project.

Click the Tasks button at the top of the new project you have created to bring up the tasks:

Naturally, we have not added any tasks to the project yet. We can, however, begin defining stages for the project by clicking the ADD NEW COLUMN button. A small panel will come up for you to enter the description for the stage.

For our example, we are going to create stages for Specifications, Art Design, Approval, and finally, Production.

Simply type in the stage, in this case Specifications, and then click the Add button:

The screen will refresh to show the new column added. Use the same process to add the additional stages to the project:

New column added

When you are finished adding them, your project stages should look similar to the preceding screenshot. Now, we are ready to begin adding tasks to our project.

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