Shape the task workflow: stages, work status and roles

3 min read Updated 2026-08-29 WindoorERP 19.0

What this does

The task workflow of a WindoorERP project has two layers. The stage — the kanban column — is shared by the team and configurable; the Work Status flag stamped by the header buttons is a fixed four-step ladder. This article covers what each is for, where the stage lists are maintained, and what roles and tags add. It documents what ships: automated activity plans and project-level stages are not part of this build's menus.

Before you start

Fleet-wide stage editing lives under Installation › Configuration › Task Stages — that screen lists every task stage in the database, technical projects' included.
Renaming a stage there renames it for every project that shares it.

Set up the workflow

01
Leave the seeded ladder alone unless you truly need another shape — every typed project starts with New › In Progress › QA › Done and a folded Cancelled, so all boards read the same.
02
To add a column for one project only, use the board itself: open the project's tasks and add a stage at the end of the columns.
03
To change the shared ladder, open Installation › Configuration › Task Stages: name, sequence and the Folded in Kanban flag per stage.
04
Keep terminal stages folded — folding is what marks a task closed for the project's completion percentage.
05
Maintain Project Tags in the same Configuration menu for cross-project labels (villa, tower, government…).

Stage versus Work Status

Layer	Nature	Who changes it
Stage	Configurable columns, owned by the project; folded stages count as closed.	Anyone working the board — drag the card or click the stage bar.
Work Status	Fixed flag: Draft, In Progress, QA, Done. Tracked in the chatter.	The four header buttons on the task. They set the flag only — the card does not move by itself.
Personal Stage	A private column per user, invisible to others.	Each assignee, for their own ordering.

Because the two shared layers move independently, agree with the team which one is authoritative for "done" — most teams pick the stage, and use Work Status as an audit stamp of who declared what, when.

Roles

Tasks carry a Roles field — labels such as who surveys, who checks, who installs on this task. Roles are assignment vocabulary, not permissions: they grant nothing and hide nothing. Use them when one task involves several people in different capacities and the assignee list alone loses that information.

Troubleshooting

A stage renamed for one project changed everywhere — the stage record was shared; give the project its own stage from its board instead of renaming the common one.

The completion percentage ignores finished tasks — their stage is not folded; fold the terminal stage.

You are looking for Project Stages, Activity Plans or a Project configuration menu from standard Odoo — they are not part of WindoorERP's menu set; the task-stage screen above and the per-project Settings tab are the supported configuration surfaces.

Common mistakes

Deleting a stage that still holds tasks instead of folding or renaming it.
Building a different stage ladder per project without need — identical boards are what make cross-project supervision readable.

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