Standardize task stages automatically on every project

Reusable stage templates auto-apply to new projects, batch-retrofit to existing ones, and stay locked against accidental change — so no task ever lands in an undefined stage again.

The problem

New projects in Odoo often launch with no defined stages, forcing admins to add and reorder each stage by hand every single time. Tasks created before stages exist land in a blank or undefined column, breaking Kanban boards and reporting. Every project manager rebuilds the same list, and pipelines quietly drift apart across the portfolio.

The solution

Project Stage Templates lets you define reusable, ordered stage sets and apply them automatically to every new project. Batch-apply a template to existing projects, clone any project's stages into a new template, and lock a template so its sequence cannot change by accident. Every project opens with a valid, ordered Kanban from day one.

Capabilities

Everything you need to standardize stages

Every capability below is implemented in the module.

01

Auto-Applied Default Stages

New projects instantly receive the ordered stages from your default template, so tasks never land in a blank or undefined column.

02

Reusable Stage Templates

Define named, ordered stage sets once and reuse them across every project of that type instead of rebuilding pipelines by hand.

03

Batch-Apply To Existing Projects

Push a template onto projects that already exist, adding missing stages or replacing the pipeline across many projects at once.

04

Stranded-Task Migration

Replacing a project's stages automatically moves any task left without a matching stage to the first stage of the new pipeline.

05

Clone Stages From A Project

Turn any well-built project's existing stage pipeline into a new reusable template in a single click.

06

Lock Sequence Governance

Lock a template so its stages cannot be renamed, reordered, added or removed until an administrator unlocks it.

07

Per-Stage Days-To-Rot

Carry a rot threshold on each template stage so stalled cards are flagged automatically wherever the template is applied.

08

Ready-Made Preset Pipelines

Start from ready-made Software Sprint, Client Onboarding and Support Pipeline templates instead of a blank list.

09

One Default Per Company

Pick the company-wide default template from Settings; only one template can be marked default per company at a time.

Workflow

How it works

1

Build A Template

Create a named stage template with ordered stages, colors, fold flags and rot thresholds, or start from a preset.

2

Set It As Default

Mark one template as the default for your company from Settings so every new project inherits it automatically.

3

Apply Or Retrofit

New projects get the pipeline instantly; existing projects can be batch-updated with the Apply Stage Template wizard.

4

Lock And Govern

Lock the template to protect the standard sequence, while individual projects can still be customized afterward.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

Just Project, along with its own Mail and Base dependencies. No other apps are required.

Get the app

Buy it on the Odoo App Store

Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.

Project Stage Templates

Reusable, lockable stage templates applied automatically to new projects, with batch apply to existing ones, stranded-task migration, clone-from-project and per-stage days-to-rot.

Buy on Odoo App Store