Assign the right person automatically every time a task moves

Task Auto Assignment maps each project stage to the right owner and reassigns tasks the instant they change stage or get created — so hand-offs never depend on someone remembering to do it.

The problem

Moving a task into In Progress, Review, or Done does nothing to its assignee in stock Odoo Project. Someone has to remember who owns each stage and reassign it by hand, every single time. Across dozens of tasks and multiple projects that means dropped hand-offs, tasks sitting unassigned after a stage change, and ownership rules that live in people’s heads instead of the system.

The solution

Task Auto Assignment lets you map each project stage to a fixed user, a round-robin group, or the least-busy teammate, then reassigns tasks automatically on creation and on every stage change. A guaranteed fallback owner and an automatic chatter notification mean no task is ever left unowned or unnoticed, and every assignment is logged for a full audit trail.

Capabilities

Everything a stage-driven team needs

Every capability below is implemented in the module.

01

Automatic stage-based assignment

Tasks are reassigned the moment they change stage, and can also be given their stage’s default owner right when they are created — no manual step required.

02

Three assignment methods

Choose a fixed user for a stage, distribute work with round-robin across a group, or send each task to whichever teammate currently has the lightest workload.

03

Conditional rules

Scope a rule to a specific project, task tags, or priority so one rule set can serve support desks, QA pipelines, and review workflows without conflicting.

04

Guaranteed fallback assignee

Configure a global fallback owner so any task that does not match a rule is still assigned to someone — nothing is ever left unowned.

05

Assignee notifications

The newly assigned user gets an automatic message on the task’s chatter, so hand-offs are visible the moment they happen instead of being discovered later.

06

Full assignment audit log

Every automatic assignment is recorded with the task, stage, previous and new assignee, method used, triggering rule, and timestamp for complete accountability.

07

Guided setup wizard

A step-by-step wizard walks you through choosing a project, picking a starter template, and mapping each stage to its owner — configuration takes minutes, not hours.

08

Apply rules to existing tasks

Run a rule against tasks that already exist with one click from the rule form, and jump straight to its assignment history from the built-in Assignments smart button.

09

Central settings tile

Turn automatic assignment on or off, set the default notification behavior, and choose the fallback user — all from one tile in Settings > Project.

Workflow

How it works

1

Map stages to owners

Open the guided setup wizard, pick a project and a starter template, then assign a user or team to each stage.

2

Choose a method

Set each rule to fixed, round-robin, or least-busy assignment, and add project, tag, or priority conditions if needed.

3

Tasks assign themselves

As tasks are created or moved between stages, the matching rule runs automatically and assigns the right owner.

4

Review and audit

Check the assignment log at any time to see who was assigned, when, by which rule, and confirm nothing slipped through.

Questions

Frequently asked

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

Yes. Use the Apply to Existing button on any rule to run it against tasks that already exist, in addition to new tasks and stage changes going forward.

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.

Task Auto Assignment

Map project stages to owners with fixed, round-robin or least-busy rules and a guaranteed fallback — with notifications, an audit log and rules applied to existing tasks.

Buy on Odoo App Store