Task Check List and Approval Process

by
Odoo          
v 8.0 Third Party 16

28.00 €

You bought this module and need support ? Click here !
Technical name task_checklist
LicenseAGPL-3
Websitehttps://odootools.com/apps/8.0/task-check-list-and-approval-process-253
Read description for v 12.0 v 11.0 v 10.0 v 9.0
Required Apps Project Management (project)
Technical name task_checklist
LicenseAGPL-3
Websitehttps://odootools.com/apps/8.0/task-check-list-and-approval-process-253
Read description for v 12.0 v 11.0 v 10.0 v 9.0
Required Apps Project Management (project)

When you define project stages, you consider some requirements a task should satisfy to be there and to be moved forward. Those requirements are of high importance to make project running smoothly. Missing of any step might lead to a long-run troubles. To avoid those troubles use this tool. The app provides a check list for each task stage to control over requirements' fulfilment, and to make sure that each action is fully approved by responsible users.

Check lists are assigned per each task stage. Set of check list points is up to you
As soon as a task is moved to a certain stage, its check list is updated to a topical one from this stage. For example, actions for 'draft' and 'in progress' stages should be different, shouldn't they?
To move a task forward through your project pipeline, a check list should be fully confirmed. By 'moving forward' any change of stage with lesser sequence to a bigger sequence is implied
Confirmation might assume involvement of different user roles. Certain check list points might be approved only by top-level employees. For example, cost calculations are confirmed by Financial managers. In such a case just assign a user group for this check list item
For certain situations you do not need a check list fulfilment even a new stage is further. For example, for the 'Cancelled' stage. In such a case just mark this stage as 'No need for checklist'
The module features depend on your Odoo version. Please select required one on the top right of this page
Task Auto Numbering and Search

The tool to quickly access and simply reference tasks by automatic numbers

€ 28
Tasks Daily Reminder

The tool to notify users of assigned to them topical tasks

€ 28
Custom Fields for Projects

The tool to add new fields for Odoo projects without any technical knowledge

€ 38
Custom Fields for Tasks

The tool to add new fields for Odoo project tasks without any technical knowledge

€ 38
KnowSystem

The tool to build deep and structured knowledge base for internal and external use

€ 228
OwnCloud / NextCloud Odoo Integration

Manage Odoo documents in OwnCloud/NextCloud (bilateral sync)

€ 394
OneDrive / SharePoint Odoo Integration

The tool to automatically synchronize Odoo attachments with OneDrive files in both ways

€ 394
Google Drive Odoo Integration

The tool to automatically synchronize Odoo attachments with Google Drive files in both ways

€ 394
Assign own check list for each task stage
Task stage check lists
As soon as a task is moved, its check list is updated from a new stage settings
Task check points
It is impossible to move a task forward until a check list is approved
Check list to move a task forward
Check list approval might involve different user roles
Access to task check list

OdooTools is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo tools for business needs all over the world.

This tool has been developed in cooperation with IT Libertas - one of the leading Odoo integrators in Russia.

To contact us please register in our support system. Registration form is available by any link below. Registration doesn't take more than 30 seconds. No phone number or credit card are required

Please log in to comment on this module