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Auto assign default users to tasks or when changing task stages

Project description

Odoo Community Association

Project Task Default User

Beta License: AGPL-3 OCA/project Translate me on Weblate Try me on Runboat

This module automatically assigns default users to tasks.

  • Stage-based assignment (priority rule): When creating a task or changing its stage to one with default users, those users are automatically assigned according to the stage’s assignment mode (replace or merge). Stage-based defaults always take priority over project defaults.

  • Project-based fallback: If the stage does not define any default users, project default users are applied using the same assignment mode logic (replace or merge).

  • Assignment behavior: The assignment mode controls how users are applied:

    • replace: replaces existing task users with default users

    • merge: adds default users to the existing task users without removing them

  • Multiple default users supported: Both project and stage can define multiple default users.

Table of contents

Configuration

To use this module, you need to:

  1. Open Project settings and set default users in the “Default Users” tab and configure the assignment mode.

  2. Activate developer mode.

  3. Go to Project → Configuration → Task Stages, set default users in the “Default Users for this Stage” field and configure the assignment mode.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • NICO SOLUTIONS - ENGINEERING & IT

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

NICO-SOLUTIONS

This module is part of the OCA/project project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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