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Task Stage Change Portal Customer

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$ 16.18

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Required Apps • Project (project)
• Discuss (mail)
Technical Name task_stage_change_website_portal
License OPL-1
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Technical Name task_stage_change_website_portal
License OPL-1

1. Introduction

The Task Stage Change Portal Customer module for Odoo enables customers to update the stages of tasks directly from the project portal. This feature enhances client engagement by providing them with real-time visibility and control over task progress, fostering better collaboration and communication between clients and project teams.

2. Key Features

  • Customer-Driven Task Stage Updates: Customers can change the stage of a task from the task page on the portal.

  • Configurable Permissions: Project settings include an option to allow customers to change task stages.

  • Stage-Specific Permissions: Each task stage has a setting to permit or restrict customer access for stage changes.

  • Real-Time Synchronization: Any changes made by customers are immediately reflected in the backend, ensuring up-to-date task statuses.

  • User-Friendly Interface: Intuitive design allows customers to easily navigate and update task stages without confusion.

3. Benefits

  • Enhanced Client Engagement: Clients can actively participate in the project by updating task statuses, leading to increased satisfaction.

  • Improved Transparency: Real-time updates provide clients with clear visibility into task progress.

  • Streamlined Communication: Direct updates reduce the need for back-and-forth communication regarding task statuses.

  • Increased Efficiency: Automates the task stage update process, saving time for both clients and project teams.

  • Customizable Access: Project managers can tailor which stages are accessible to clients, maintaining control over critical stages.

4. Compatibility & Technical Details

  • Odoo Compatibility: Compatible with Odoo versions 16.0 and above.

  • Required Apps: Requires the Project (project) and Discuss (mail) modules.

  • Technical Name: task_stage_change_website_portal

  • License: Odoo Proprietary License v1.0 (OPL-1)

  • Deployment: Supports Odoo Online, Odoo.sh, and On-Premise installations.

  • Installation: Easy installation with no additional configuration required.

Portal Project Task - Task Stage Change

Project Task Change by Customer from Website

Task Stage Change from Portal Odoo App

This app allows customers to change the project task stage from the task page on the website portal as shown.

Main Features:

  • Customers can change the stage of a task from the task page of the portal.
  • If the configuration of project form and task stages allows customers to change the stage of the task from the website portal.
  • For more details please check the video and check the below screenshots.

Edition Compatibility:


Enterprise Odoo.sh Community

Allow Customer to Change Task Stage Boolean is added on Project Settings


Note: If this boolean is ticked then only customers can change the stage of task.

.

Added Boolean Field Allow Customer to Change Stage on Task Stages Form


Note : If Boolean is ticked then this stage is allow for change on portal.

Change Stage Button on Project Task Portal Page (Odoo Standard) with Customer Login

Screen Change Task Stage Open From Button Click

Select Stage for Changed to on Wizard

Stage of Task is Changed in Frontend and Backend

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: [email protected]
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

  • Odoo Support

  • Odoo Customization

  • Odoo Migration

  • Odoo Training 

Odoo Proprietary License v1.0
This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
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