In project, Where do you go to set up an automation?
1 Answer
Answer: In your project’s Kanban view, you have to click the gear icon next to the Kanban stage name
Explantion:
1. Go to:
Project → Your Project
2. Switch to Kanban View (this is the default view for projects).
3. Locate the Kanban Stage (e.g., "To Do", "In Progress", "Done") where you want to set up automation.
4. Click the ⚙️ gear icon next to the stage name.
← (for visual help if needed)
5. In the dropdown, click "Automations"
6. Odoo will open a form where you can configure:
* Trigger: When a task enters this stage
* Action: What should happen (assign user, send email, change field, etc.)
* Conditions (optional): Only apply to certain tasks or projects