Are you looking for a way to have your tasks automatically marked as done when they reach a certain stage?
With Odoo, this and many other automation scenarios are possible, and you can set them up directly from the tasks' kanban view.
Here is a quick guide on how to create an automation rule that marks a task as “Done” when it enters a specific stage:
- Navigate to the task’s kanban view within your project.
- Click the gear icon on a certain stage and select Automations.
- Click the New button at the top of the page.
- Enter a descriptive name for the automation rule.
- Choose when the rule should be triggered (e.g., when the record is updated and the stage becomes "Completed"). This by default is set to the stage from where the rule is opened
- Apply filters to specify which records should be affected, such as tasks moving to the selected stage from a specific previous stage or tasks not assigned to a specific state.
- Add a condition that must be met before applying the automation rule. For example, in this case, the stage must be “Completed” for the automation rule to be executed.
- In the “Actions To Do” tab, define the action to be taken. If necessary, specify certain access groups in the “Allowed Groups” field. For this scenario, we will select the action “Update Record,” which will be executed for all users, and set the field “State” to “Done.”
Save the rule, and your setup is done!
From now on, whenever a task that is not in waiting or cancelled state, is moved to the “Completed” stage, it will automatically be marked as “Done.” This ensures that reports relying on the “Done” state remain accurate without manual updates.
Important Note: Although automation rules are created from a specific stage, there is not a strong connection to that stage; only the default trigger value is set to the stage.