v 14.0 Third Party 64
Live Preview
Required Apps Project (project)
Lines of code 335
Technical Name task_checklist
LicenseSee License tab
Websitehttps://faotools.com/apps/14.0/task-check-list-and-approval-process-519
Also available in version v 12.0 v 10.0 v 9.0 v 13.0 v 8.0 v 15.0 v 11.0
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Required Apps Project (project)
Lines of code 335
Technical Name task_checklist
LicenseSee License tab
Websitehttps://faotools.com/apps/14.0/task-check-list-and-approval-process-519
Also available in version v 12.0 v 10.0 v 9.0 v 13.0 v 8.0 v 15.0 v 11.0

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.

Stage specific check items
Check items per project stage
Odoo project check list not approved validation error
Check task progress

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

Take into account that faOtools team does not control those policies. By all questions please contact the Odoo Apps Store representatives directly.

The easiest approach is to use the Odoo store 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. Login 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 on the deploy button, submit the decision in the pop-up window and click 'Continue'. The action will trigger the installation process.

These steps would install the app for your project production branch. If you wanted 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. Make sure 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 by default some crucial items there (e.g. /lib). You should upload all module directories, subdirectories, and files without exceptions

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

  1. Unzip source code of purchased tools in one of your Odoo add-ons directory

  2. Re-start the Odoo server

  3. Turn on the developer mode (technical settings)

  4. Update the apps' list (the apps' menu)

  5. Find the app and push the button 'Install'

  6. Follow the guidelines on the app's page if those exist.

Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.

Regretfully, we do not have a technical possibility to provide individual prices.

No, third party apps can not be used on Odoo Online.

Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.  

Red / orange warning itself does not influence features of the app. Regretfully, sometimes our modules do not pass standard automatic tests, since the latter assumes behavior which is in conflict with our apps goals. For example, we change price calculation, while standard Odoo module tests compare final price to standard algorithm.

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

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

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

Task check list per stages

Stage specific check items

Task stage check lists

Check items per project stage

Check list to confirm to move further

Odoo project check list not approved validation error

Task approval process user roles

User groups per Odoo project check items

Tasks check list progress kanban view

Check task progress

Task check list tree view

Task multi approval tree

The super rights to approve task check items

Super approval task manager

Odoo demonstration databases (live previews)

For this app, we might provide a free personalized demo database.

To demand such a database, press the button "Live Preview" on the top of this page or copy the link https://faotools.com/s/af0d8o

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

By your request, we will prepare an individual live preview database, where you would be able to apply any tests and check assumptions for 14 days.

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.

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

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: 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).

Public features requests and module ideas (free development)

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

Such a to-do list is processed on a regular basis 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 on the top of this page and push the button "Share Features Ideas" (the tab Support). Alternatively, copy the link https://faotools.com/s/dtotyh

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

New features and extra Odoo services (individual development)

Each of our apps might be customized and extended to suit your specific requirements.

Our customization team (itlibertas.com) fulfills not only such jobs but also provides a full range of Odoo services. From simple modifications and consultations to complex enterprise projects. The team has completed over 100 implementations since 2012 and might help with any technical or business needs.

To contact us for details and conditions: press the "Website" link on the top of this page and push the button "Request Individual Customization" (the tab Support). Alternatively, copy the link https://faotools.com/s/4k3aet

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

Questions and misc issues

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

About the team

faOtools (faotools.com, former odootools.com) is the team of developers and business analysts to help you extend Odoo's 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 apps for business needs all over the world.

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