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Project Task Personal Stage auto Fold

project_task_personal_stage_auto_fold folder_open OCA/project open_in_new
Project License: AGPL-3

When you close a task, its personal stage will change as well.

This module simplifies to close or to cancel a task from the project stage and the personal stage.

In the case a task is assigned to more than one user, only the personal task stage of the user will be updated.

Notice: This module don't change the project task stage from the personal task stage. It is intended so no change about this functionality is desired or required. Furthermore, also is intended that only the personal stage of the user who finish the task with the project task stage will be update. So the other users assigned to the task have to update the personal task stage manually when they finish it

auto_awesome What this module does

AI-generated from the code · Odoo 19.0

When a project task is moved to a closed (folded) stage, the personal stage of the user who made the change is automatically moved to a matching folded personal stage.

This module adds an automatic behaviour to project tasks. When a task's project stage is changed to a stage that is marked as folded (a closed or done stage), Odoo also updates the personal stage of the user who performed the change.

The personal stage is chosen from the folded personal stages that belong to the current user. If a personal stage with the same name as the new project stage exists, that one is used; otherwise the first available folded personal stage is applied.

  • Only the personal stage of the user making the change is updated.
  • Other users assigned to the same task keep their own personal stage and must update it themselves.
  • The project task stage is never changed based on the personal stage; the update only goes one way.
  • If the user has no folded personal stage, nothing happens.

The change is triggered when a task is saved with a new stage, so it works from the task form and from any other screen that changes the stage. It affects the project.task model and relies on the task stage configuration (project.task.type). No new menus, reports, or settings are added.

Depends on

project
Models and fields (1)
  • project.task · extends an existing model

Text generated by AI (DeepSeek) from reading the Odoo 19.0 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: 4 confirmed, 5 with no information of 9 versions.

terminal Installation and usage

OCA documentation · Odoo 19.0

Configuration

Source · Odoo 19.0

The task stages "Done" and "Cancelled" must match the same name as the equivalent personal stages.

The checkbox “Folded in Kanban” must be checked in the stage configuration.

Usage

Source · Odoo 19.0
  • Go to Projects \> Select one \> Select a task assigned to you
  • Change the stage to Done or to Cancelled
  • Go to Tasks \> My Tasks \> Select the same task
  • As you can see, the personal stage has also changed

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.