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Auto Assign Task
The Auto Assign Task module enhances task management in Odoo by automating the assignment of users based on task stages. It allows project managers to predefine responsible users for key stages such as New and Done, ensuring consistency and accountability throughout the task lifecycle.
Features
Screenshots
Support
Service
Features
Stage-Based Automatic Task Assignment
This feature enables automatic assignment of users when a task reaches specific stages, such as New or Done. Project managers can configure predefined assignees for these stages directly within the project settings.
Configurable Assignees at Project Level
Managers gain full control over task ownership by setting fixed assignees at the project level. These configurations ensure that tasks entering defined stages are consistently handled by designated team members.
Flexible Assignment for Intermediate Stages
While key stages like New and Done have fixed assignees, intermediate stages such as In Progress remain flexible. This allows team members to collaborate and take ownership dynamically as work evolves.
Screenshot
1.) Project Configuration for Task Assignment
Project settings include options to define default assignees for critical task stages like New and Done.
2.) Task List with Automatic Assignment in New Stage
Tasks appearing in the New stage are already assigned to predefined users. This immediate assignment removes the need for manual intervention and allows team members to start working on tasks without delay.
3.) Task View in In Progress Stage
Tasks in the In Progress stage are not restricted to fixed assignees, allowing flexibility in ownership. Team members can collaborate, reassign, or manage tasks dynamically as work progresses.
4.) Task View in Done Stage with Assigned Users
Completed tasks reflect predefined assignees for the Done stage, ensuring accountability even after task completion.
User Guide
