v 10.0 v 11.0 v 12.0 Third Party 2
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Discuss (mail)
Lines of code 108
Technical Name project_checklist_kanak
LicenseAGPL-3
Websitehttp://www.kanakinfosystems.com
Versions 15.0 17.0 16.0 11.0 10.0 14.0 12.0 13.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Discuss (mail)
Lines of code 108
Technical Name project_checklist_kanak
LicenseAGPL-3
Websitehttp://www.kanakinfosystems.com
Versions 15.0 17.0 16.0 11.0 10.0 14.0 12.0 13.0

Project Checklist Module

Note:

  • This module will work on enterprise and community both.

As a business manager, we have a varied job involving multiple stakeholders. To manage every task seamlessly, Odoo Projects is of great help.
With Project Checklist module,you can customize the project module for creating checklist’s. These checklist’s can be assigned to any stage id in task.
After assigning the checklist, one cannot transfer from one stage to another without completing these checklist’s. Assigning checklist can be of great help to get step by step progress/completion of any task.

Project Checklist Features

  • Create checklists for individual project
  • Assign stages according to the project
  • Easy to acces checklist
  • Shows the progress at each stage with progressbar
  • Keeps a check on stage transition

Checklist Configuration

Navigate to the user and activate the Checklist feature. It is now ready to use.


Checklists

A sub-menu in configuration menu is added named Checklist. Now Open Configuration Menu and select Checklist.


Creating Checklists

Now Create the checklist’s you want in your task. You can create as many checklist as you want.

Multiple checklist’s can be generated for a single stage without any chances of duplicacy of checklist’s.


Project-wise and Stage-wise assigning of Checklist

You can assign these checklists to any stage you want. Stages are listed according to the Project.

Now go to the task created earlier and checkout the Checklist page of the task. You’ll see your Checklist’s assigned to each and every stage.


No stage transition without completion of checklist at present stage.

Try to move to the next stage, i.e., TO DO to IN PROGRESS, It’ll raise an error that all checklist’s are not done.


You have to complete all the checklist’s,i.e, have to make them true to proceed to next stage.


Stage wise task Progress

Progress Bar to depict how much percentage of task is completed. Very helpful in keeping a check on the task.
After completing all the Checklist, the progress bar becomes 100%.

Stage doesn’t progress even if there is a single checklist unticked.


Automatic Updation of Checklist

Checklist automatically get’s updated after transition to new stage.


About kanak Infosystems

"We are groupies wrapped in Creativity, Skills and Innovation"

We are authorized IT company to offer advanced, hight quality and affordable IT solutions. We have years of rich experience in the field of ODOO Development, ERP Solutions, Web Development, Mobile Apps, Web Designing and Digital marketing. Around a decade are offering quality assured and 100% customer satisfaction services to global clientele.

Our highly experienced and devoted team of professionals works with there heart, passion and talent to provide the most dedicated IT Business Solutions to our valuable clients globally. Our team works on the real words "Dedication,"Timely Deliverables",And "Happy Clients"!

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by
Bartek Całka
on 1/28/22, 6:12 AM

Does this module allows to track which user, and when has put a check in a box?

Re:
by
Kanak Infosystems LLP
on 1/28/22, 8:07 AM Author

Hello Bartek,

Thanks for asking your query & showing your interest in the project checklist module. No it doesn't track by whom or when the check was done.

It is doable though by creating an additional field adjacent to the checklist or by showing a chatter in the bottom. If you are interested, we can do it for you.

Kindly email us at :  sales@kanakinfosystems.com


Best Regards

Team Kanak

sales@kanakinfosystems.com

Skype:  kanakinfosystems