Managing field service workflows efficiently means minimizing the steps required to close out a completed task. The FSM Task Move to Done Stage feature simplifies this process by adding a dedicated "Done" button to Field Service (FSM) Tasks.
This enhancement empowers field technicians and coordinators to mark tasks as complete with a single action, reducing administrative friction and ensuring smoother transitions through the task lifecycle.
Key Features & Benefits
Quick Completion with a "Done" Button
- Adds a prominent "Done" button directly on the FSM task form.
- Transitions the task immediately to the predefined "Done" stage.
Improved Workflow Consistency
- Helps enforce stage progression standards across all field service operations.
- Ensures no task remains in an incorrect or outdated status after completion.
Technician-Friendly
- Field service staff can close out tasks on-site with minimal clicks.
- Reduces dependency on backend staff to manage stage transitions.
Compatible with Existing Workflows
- Integrates seamlessly with standard Odoo FSM stage logic.
- Works alongside automated triggers, notifications, or custom reports based on task stages.
Example Use Case
A technician completes a scheduled maintenance task at a customer site. Instead of navigating through the stage pipeline manually:
- The technician clicks the “Done” button on the task record.
- The FSM Task is instantly moved to the "Done" stage, reflecting its completion in dashboards and reports.
- No need to open dropdowns or follow multiple clicks — just one button to wrap up the job.
Summary
The FSM Task Move to Done Stage module enhances task closure efficiency by introducing a dedicated button to move tasks to the "Done" stage. It streamlines operations, reduces manual errors, and helps field service teams maintain an accurate and up-to-date workflow in Odoo FSM.
Perfect for businesses seeking faster task transitions and a more intuitive field service interface.
FSM Task Move To Done Stage