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Aaron Blau

I'm currently evaluating Odoo and I am exploring the project app, when I navigate to the "my tasks" view, the default filter is "My Tasks" and "Open Tasks" I've been poking around for quite a while now and can't seem to find a way to close a task so it is filtered out of this view, can anyone advise me how this is done?

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Muhammad Mahmoud
Najlepsza odpowiedź

- You can make an archive of tasks that you do not want to appear in front of you in projects
From Project->Task->Action->Archive
- Or you can create a stage and make it foleded
from project ->configration -> Project Stages ->create new Stages '' such as Done " -> foleded in Kanpan is True

and move the completed task within the "Done" stage

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Alain Sobry
Najlepsza odpowiedź

In my experience on Odoo v16 only:

  1. I can confirm that the 'Closed tasks' you want to set on a given task is only related to the column setting called 'Folded in Kanban' rather than anything else. By moving tasks into these specific columns you are then 'setting' a task closed.

  2. It does not matter:
    1. What name the column has. For ex. you could have 2 columns in your Kanban board called 'Done' and 'Cancelled'.
    2. Where this column is positioned in your Kanban stage flow. Does not need to be at the right side.

  4. More important is that each column can function to set tasks as Closed, as long as you configure the 'Folded in Kanban' parameter as TRUE:
    1. Click on the gear icon on the top of the column to access these settings:  


By setting this parameter you'll get something like this on your project task view (Kanban):


Now when I move the 'test' task to this column it will be considered Closed. To prove this, you can filter on 'Closed tasks' where that task should still be counted in the Done column:


When switching back to a filtered view with only open tasks, you should now see this this task no longer being considered 'Open'

Make sure you deactivate the 'closed tasks' filter

Additionally when the column Done is becoming to long, you can Archive items from that column by unfolding the Done column and then click the gear icon and choose 'Archive All':



I hope this helps you understand how Odoo behaves.

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Michael

Hi Alain,

Thank you for the clear explanation. I'm experiencing an issue where, if a project is not assigned to a specific project, the "project" field defaults to "private." In these cases, I'm unable to close the project, and the "is_closed" field never updates, even if I move it into a stage with Folded in Kanban active. Have you encountered the same problem?

Kind regards