CODEerts
Project app for Odoo
Project Stage Guards & Workflow Rules
Stop a task from entering a stage until it meets your rules, required fields filled, all sub-tasks done, or a custom condition, with a clear block message. A workflow gate for Odoo Project kanban that standard automations cannot enforce.
Overview
Project Stage Guards & Workflow Rules.
Project Stage Guards & Workflow Rules adds transition gates to Odoo Project. A stage guard stops a task from moving into a chosen stage until it satisfies a rule, required fields are filled, every sub-task is done, or a custom condition you define, and shows a clear message explaining what is missing. Guards apply to all projects or only the ones you pick, so a Definition of Done can be enforced consistently. Unlike the built-in automation rules, which run actions after a change, a stage guard blocks the change itself, so incomplete work never slips into Done or Approved. It builds on standard Project and the base automation app and needs no Enterprise edition.
New to Odoo Project? Read our practical guide to how it works
How it works
Built around what you actually do.
Every screen below is the module running in Odoo, not a mockup.
01
Stage guards that block a task from entering a stage until a rule passes
- Require chosen fields to be filled before the move
- Require every sub-task to be done before the move
02
Custom condition via a domain rule for anything else
- Clear, configurable block message telling the user what is missing
- Guards scoped to all projects or only the ones you select
03
Blocks the transition itself, which base automation cannot do
- Builds on standard Project and base automation, no Enterprise dependency
What it does
Project Stage Guards adds a gate to your kanban. A task cannot enter a stage until it meets the rule you set, required fields filled, sub-tasks done, or a custom condition, so incomplete work never slips into Done or Approved.
Who it's for
Teams that need an enforceable Definition of Done or approval gate on their Odoo Project kanban, where after-the-fact automation is not enough.
Questions
About Project Stage Guards & Workflow Rules.
How do I stop a task moving to Done before it is ready in Odoo?
Create a stage guard on the Done stage with a rule such as required fields filled or all sub-tasks done. When someone tries to move a task into that stage without meeting the rule, the move is blocked and a message explains what is missing.
How is this different from Odoo's automation rules?
Base automation runs an action after a record changes. A stage guard runs before the change and can stop it, so it enforces a Definition of Done that automation rules cannot, because they cannot cancel the transition itself.
Can a guard require all sub-tasks to be finished first?
Yes. One of the built-in conditions checks that every sub-task of the task is in a closed stage, so a parent task cannot be closed while its sub-tasks are still open.
Can I apply a guard to only some projects?
Yes. Each guard can apply to all projects or to a specific set of projects you choose, so different teams can have different Definitions of Done.
Which Odoo versions and editions are supported?
Use the version selector at the top of this page to pick your Odoo release. The module builds on the standard Project and base automation apps and runs on Community as well as Enterprise.
On the Odoo Store
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CODEerts
CODEerts is a team of certified Odoo partners and full-stack engineers. We implement, customise and support Odoo ERP, then build the software around it.
