Task Check List and Approval Processby Odoo Tools
|License||See License tab|
|Also available in version||v 12.0 v 11.0 v 10.0 v 9.0 v 8.0|
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' fulfillment, 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.
Fulfillment progress is shown on task kanban and form views for instant overview.
All required actions are ensured to be done
When a task is moved to a certain stage, its check list is updated accordingly. For example, actions for 'draft' and 'in progress' stages should be different, shouldn't they?
To move a task forward through the 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.
For certain situations you do not need a check list fulfillment even a new stage is further. For example, for the 'Canceled' state. In such a case just mark this stage as 'No need for checklist'.
Multiple approval roles
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 for this check list item user group(s).
Besides, you may grant users with the super check list rights. Then, such users would able (a) to confirm any check points disregarding chosen security groups and (b) to move any task further without fulfilling any check points.
Approval history is kept for managerial control
Check list actions are saved in the task history. In case a task is moved back, already done check list items would be recovered.
However, in case the 'not saved' option is set for the item up, the point should be approved each time from scratch.
The module features and support depend on your Odoo version. Please select required one on the top right of this page.
We guarantee to provide a working plan by your issue within 5 days. The most of issues are solved within 2 business days.
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.
You may like the tools
The tool to quickly access and simply reference tasks by automatic numbers€ 28
The tool to add new fields for Odoo projects without any technical knowledge€ 38
The tool to add new fields for Odoo project tasks without any technical knowledge€ 38
The tool to notify users of assigned to them topical tasks€ 28
The tool to build deep and structured knowledge base for internal and external use€ 228
The tool to automatically synchronize Odoo attachments with OwnCloud / NextCloud files in both ways€ 394
The tool to automatically synchronize Odoo attachments with Google Drive files in both ways€ 394
The tool to automatically synchronize Odoo attachments with OneDrive files in both ways€ 394
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module
- The author can leave a single reply to each comment.
- This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
- If you want to start a discussion with the author or have a question related to your purchase, please use the support page.