Task Stage Interaction on Portal for Customers and Portal Users for Odoo

Portal-Based Task Stage Transitions

Task Stage Interaction on Portal for Customers and Portal Users: what to validate before go-live

Portal-Based Task Stage Transitions

Access and Modify Task Stages on

Access and Modify Task Stages on Portal for Customers and Portal Users

Portal with Project Task Stage Change/Modify

This feature enables Customers / Portal Users / Portal Employees to view and interact with task stages directly from the portal.

The stages are displayed as a progressive status bar on the portal task form view and are fully clickable.

When a Customer / Portal User / Portal Employee opens the task form view, the current stage will be highlighted, allowing them to easily identify the tasks progress.

Customers / Portal Users / Portal Employees can seamlessly change the task stage from the portal, and any changes will be reflected in the backend.

These stages are visible only when the "View and Click Task Stages on the Portal" option is enabled in the project form.

Conclusion

Task Stage Interaction on Portal for Customers and Portal Users is built for teams that want Odoo workflows they can validate on probuseappdemo.com before production rollout.

Start with one realistic scenario, then expand training once stakeholders see the same data in backend and on mobile or portal where applicable.

Explore Task Stage Interaction on Portal for

Before go-live, test Task Stage Interaction on Portal for Customers and Portal Users with one realistic document flow on probuseappdemo.com so sales, operations, and finance see the same data.
Sananaz Mansuri • Techno-Functional Consultant at Probuse

Task Stage Interaction on Portal for Customers and Portal Users is designed so day-to-day work and management reporting stay on one Odoo database instead of scattered spreadsheets.
Mustufa Rangwala • Chief Executive Officer at Probuse