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Helpdesk/Project stage synchronization

helpdesk_mgmt_project_stage folder_open OCA/helpdesk open_in_new
After-Sales License: AGPL-3

This module allows to transition tasks linked to helpdesk tickets to other stages when the ticket's stage changes, and vice versa.

auto_awesome What this module does

AI-generated from the code · Odoo 16.0

Links helpdesk ticket stages to project task stages so that moving a ticket to a new stage automatically moves its linked task, and moving a task automatically moves its linked tickets.

This module connects the stages used by helpdesk tickets with the stages used by project tasks, so the two stay aligned without manual work.

On each helpdesk ticket stage you can now pick one or more project task stages, and on each project task stage you can pick one or more helpdesk ticket stages. These links are shown as tag fields on the stage configuration screens.

Once the links are set up: - When a ticket's stage is changed, Odoo looks at the task linked to that ticket and, if one of the task stages linked to the new ticket stage is available in that task's project, moves the task to that stage. - When a task's stage is changed, Odoo looks at the tickets linked to that task and, if one of the ticket stages linked to the new task stage is available in the ticket's team, moves those tickets to that stage.

Only the first matching stage is applied, and nothing happens if no matching stage is found or if the record is already in that stage. The updates are performed with elevated rights so they run regardless of the user's access rights.

The module touches helpdesk.ticket, helpdesk.ticket.stage, project.task and project.task.type, and adds fields to the ticket stage and task stage forms.

Depends on

helpdesk_mgmt_project
Models and fields (4)
  • project.task · extends an existing model
  • helpdesk.ticket · extends an existing model
  • project.task.type · extends an existing modelticket_stage_ids
  • helpdesk.ticket.stage · extends an existing modeltask_stage_ids

Text generated by AI (DeepSeek) from reading the Odoo 16.0 code on GitHub; it may contain mistakes, so check the code before deciding. View the code on GitHub

Availability by version

Reviewed: 2026-11-03
Confirmed (verified in repository and branch) Estimated (unverified) No information

Confirmation status: 1 confirmed, 8 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 16.0

Configuration

Source · Odoo 16.0

To configure this module, you need to:

  • Go to Helpdesk/Configuration/Stages and set a task stage in the field Task Stages

Usage

Source · Odoo 16.0

To use this module, you need to:

  • Link a ticket to a task
  • Move the ticket to a stage that is configured with a task stage
  • Observe the linked task has changed state too

No verified information in OCA: Installation.

info

Data imported from GitHub: this sheet reflects the latest catalog review, not a live lookup. Always check the module documentation and staging before installing in production.