Checklist for Project Tasks

by
Odoo

10.59

v 14.0 Third Party 2
Required Apps Project (project)
Lines of code 212
Technical Name xf_project_todo_checklist
LicenseOPL-1
Websitehttps://xfanis.ru
Also available in version v 12.0 v 13.0
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Required Apps Project (project)
Lines of code 212
Technical Name xf_project_todo_checklist
LicenseOPL-1
Websitehttps://xfanis.ru
Also available in version v 12.0 v 13.0

To-DO Checklist for Project Tasks

The module helps to control correct completion and to ensure that you don't miss out important things. You can used it to add to-do list or checklist for project tasks.
Also checklist can control moving task from one stage to another if user selected target stage for checklist item.

Key Features:

  • Dynamic and flexible project task checklist
  • Project manager can enable or disable task checklist feature separately for each project
  • Checklist items can be added by assigned user or project manager
  • Each task checklist has its own target stage so that the user can determine which key items should be completed by the end of each stage of the task
  • The system controls stage of task and does not allow to finish it until all the checklist items with target stage are marked as done

Steps to start using the To-Do Task Checklist module:

  1. install the module
  2. click edit project and mark the checkbox "Use ToDo Checklist"
  3. after enabling the option the tab "ToDO Checklist" will appear in task form and user or PM can manage To-Do items

How it works:

Project manager and assigned user are allowed to manage Task Checklist.
Also target stage can be specified. If target stage is set, the system prevents moving task to the selected stage until all items are marked as done.
If target stage is not set, then checklist will work for self-control to keep important things and subtasks in sight.

Screenshots:

You can enable using ToDo Task Checklist for all or specific projects:

Project Form View - Enabling Checklist Feature

After enabling the option the tab "ToDO Checklist" will appear in task form and user or PM can manage To-Do list:

Project Task Form

If target stage is set, the system prevents moving task to the selected stage until all items are marked as done:

Checklist Target Stage Validation

If all checklist items of the task are marked as done, the dialog window appears. If user click "Yes", the task was moved to the target stage, if no - the stage of the task will not be changed and user can do it later:

Stage Change Dialog
Contact me for Support, Customization, Implementation:
Email: dev@xfanis.ru
Telegram: https://t.me/xfanis
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