Skip to Content
Menu
v 14.0 Third Party 85
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Discuss (mail)
Lines of code 335
Technical Name task_checklist
LicenseSee License tab
Websitehttps://faotools.com/apps/14.0/task-check-list-and-approval-process-14-0-task-checklist-519
Versions 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Discuss (mail)
Lines of code 335
Technical Name task_checklist
LicenseSee License tab
Websitehttps://faotools.com/apps/14.0/task-check-list-and-approval-process-14-0-task-checklist-519
Versions 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0

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. This Odoo 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.

Stage-specific project checklists

Check lists are assigned per each task stage. For instance, actions for 'to-do' and 'in progress' stages might be different. Prepare any number of check points for each project stage

Actions ensured to be done

To move a task forward through the project funnel, its check list should be fully confirmed ('moving forward' implies any change of stage with lesser to a bigger sequence). For certain stages - e.g. for 'Canceled' - you may want to avoid such restriction. Then, mark this stage as 'No need for checklist'

Highlighted task progress

Fulfillment progress is shown on task kanban and form views for instant overview

Approval history for managerial control

Check list actions are saved in history. If a task is moved back, already done check items would be recovered. Turn on the setting 'not saved' to avoid that behavior for specific approval points

Multiple task check list roles

The app let assign security groups for each check list point. In such a case, only users from that groups would be able to confirm a related item

Super approval admins

The special role 'Tasks Checklists Super User' allows (a) to confirm any check points disregarding defined security groups and (b) to move any task further without fulfilling check lists.

If set to "true", a task might be moved to this stage without fulfilling a check list. Usually used for "cancelled" stage, since cancelling doesn't need any sort of extra actions. In such a case users can move any task to "cancelled" from any stage without doing anything (e.g. new > cancelled, in progress > cancelled).

If set to "false", a checklist of a current stage is required to be entered if moved to this stage (in case it is further through the pipeline). For example, "done" state requires certain actions. If you move a task from "under approval" to "done", you should confirm check points of the "under approval" stage. "False" is the default value for "no need for checklist" field.

Anybody who has access to stage settings can modify the value of check lists.

Please, make sure, that your user hasn't "Task Checklist Super User" rights. As they allow to confirm any checkpoints disregarding chosen security groups and to move any task further without fulfilling any of them.

When making a checklist you can choose the user groups for each checklist's statement. Only these user groups will be able to mark the statement as done. If someone else tries to mark the statement done, then the system will not let them save it and the warning will appear.

According to the current Odoo Apps Store policies:

  • Every module bought for version 12.0 and prior gives you access to all versions up to 12.0.
  • Starting from version 13.0, every module version should be purchased separately.
  • Disregarding the version, purchasing a tool grants you a right to all updates and bug fixes within a major version.

Please note that the faOtools team does not control those policies. For all questions, please contact the Odoo Apps Store representatives directly.

The most straightforward approach is to use the Odoo store's built-in workflow:

1. Open the module's page and click the button Deploy on odoo.sh

2. After that, you will be redirected to the GitHub page. Log in to your account and click 'Create a new repo' or use the existing one. Please make sure that your repository is private. It is not permitted to publish the apps under the OPL-1 license. If necessary, create a new repo for your Odoo.sh project

3. Then, go to odoo.sh and click the Deploy button. In the pop-up window, submit the decision and click 'Continue.' This action will trigger the installation process.

These steps will install the app for your project's production branch. If you want to deploy the apps for other branches or update the module, you should undertake the following actions:

1. Upload the source code for the app from the Odoo store

2. Commit the module to a required GitHub repository. Ensure that none of the app folders/files are ignored (included in the .gitignore of your repo). Repositories are automatically created by odoo.sh, which might add some crucial items there (e.g. /lib) by default. You should upload all module directories, subdirectories, and files without exceptions

3. Deploy a target branch of the odoo.sh project or, if your settings assume that, wait until it is automatically built.

1. Unzip the source code of the purchased tools in one of your Odoo add-ons' directories;
2. Re-start the Odoo server;
3. Turn on developer mode (technical settings);
4. Update the apps' list (the apps' menu);
5. Find the app and push the button 'Activate'/'Install';
6. Follow the guidelines on the app's page if those exist.

Yes, sure. Simultaneously, Odoo automatically adds all dependencies to a cart, so you should exclude previously purchased tools to avoid double payment.

A red/orange warning does not influence the app's features. Regretfully, sometimes our modules do not pass standard automatic tests since the latter assume behavior that conflicts with our app's goals. For example, we change the price calculation, while the standard Odoo module tests compare the final price to a standard algorithm.

So, first of all, please check the deployed database features. Does everything work correctly?

If you still assume that the warning influences real features, please contact us and forward full installation logs and the full list of deployed modules (including core and third-party ones).

Regretfully, we do not have the technical means to provide individual prices. 

No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.

Yes, our tool requires all modules marked in dependencies to work correctly. The price marked on the app page already includes all necessary dependencies.

The price for our modules is set in euros. The Odoo store converts prices to other currencies according to its internal exchange rate. Thus, the price in US Dollars may change when the exchange rate is updated.

Bug reporting

If you encounter bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days of purchase and are intensely interested in improving our tools even after this period.

To send us a bug report, press the "Website" link at the top of this page and push the button "Bug Report" (the tab Support). Alternatively, copy the link https://faotools.com/s/75f06i

You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.

Please include as many details as possible in your request: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).

Bug Report QR code

Public features requests and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any feedback. If your requirements are of public use and might be efficiently implemented, the team will include those in our to-do list.

Such a to-do list is processed regularly and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

To share ideas, press the "Website" link at the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/s/dtotyh

You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.

Module Ideas QR code

Questions and misc issues

Feel free to contact us with any other concerns, doubts, or questions: press the "Website" link at the top of this page and push the button "Raise Question" (the tab Support). Alternatively, copy the link https://faotools.com/s/y8szj8

You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.

Questions QR code

About the team

faOtools (faotools.com, former odootools.com) is the developers and business analysts team that helps you extend Odoo's potential. Since 2012, we have communicated with end users for whom the software became the primary business tool. As a result, we are proud of the dozens of successful apps that have been developed. We are open to new ideas and challenges to create the best Odoo tools for business needs worldwide.

You may like the tools

Cloud Storage Solutions

The technical core to synchronize your cloud storage solution with Odoo

398 348
KnowSystem: Knowledge Base System

The tool to build deep and structured knowledge base for internal and external use. Knowledge System. KMS

398 348
Universal Appointments and Time Reservations

The tool for time-based service management from booking appointment to sale and reviews

398 348
Password Manager

The tool to safely keep passwords in Odoo for shared use

198 173
KPI Balanced Scorecard

The tool to set up KPI targets and control their fulfillment by periods

198 173
OneDrive / SharePoint Odoo Integration

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

487 425
Google Drive Odoo Integration

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

487 425
Custom Fields for Tasks

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

38
Task Auto Numbering and Search

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

38
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.