| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) |
| Lines of code | 305 |
| Technical Name |
pf_project_checklist |
| License | OPL-1 |
| Website | https://www.prefortune.com/ |
| Versions | 14.0 15.0 16.0 17.0 18.0 19.0 |
Project Checklist Odoo App
The Project Checklist app helps you manage project tasks more efficiently in Odoo by allowing you to create your own custom checklists and group them into reusable templates based on your specific requirements. Once your templates are set up, you can easily attach them to your projects to automatically generate task lists without any manual effort. As templates are added or removed, the checklist items update instantly to keep your project data clean and accurate. Managers have full flexibility to decide if duplicate tasks should be tracked separately or kept unique with a simple toggle. The app also features a clear progress bar shows how much work is finished, and checklist tasks can be updated with easy Done or Cancel buttons, making it easy for anyone to track work completion directly from the Odoo backend with no technical setup required.
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Key Features
Create reusable project checklists & templates.
Attach multiple checklist templates to a project.
Manage checklist status effortlessly.
Track checklist progress automatically.
Visual progress in List & Kanban views.
Project Checklist Odoo App
Our all-inclusive
Odoo – Project Checklist Odoo App Enhances project management by allowing businesses to organize and track essential tasks directly within project records. It enables project administrators to create and manage custom checklist templates from the Odoo backend, which can then be associated with specific projects to ensure all requirements are clearly defined from the start. When a manager selects a template, the app automatically generates the corresponding checklist items in the project view, saving time and preventing manual data entry errors. The system features a responsive interface where users can monitor project progress via a real-time progress indicator. Each task is equipped with simple, interactive buttons to mark items as Done or Cancelled, providing instant visual feedback through color-coded badges. The app also includes a flexible "Allow Duplicate" control, giving managers the choice to track repeating tasks independently across different templates or consolidate them into a unique list. By automating task generation and providing a transparent tracking system, the Project Checklist Odoo App helps reduce missed steps, improves team productivity, and ensures consistency across the entire project catalog. It is an ideal solution for businesses seeking a professional, reliable, and user-friendly way to manage complex project requirements effectively within Odoo.
Project Checklist Odoo App
- Create and manage reusable project checklists and templates for consistent workflows.
- Attach multiple checklist templates to a single project with automatic record generation.
- Manage checklist status effortlessly with interactive Done and Cancel action buttons.
- Track checklist progress automatically through real-time calculations and status updates.
- Display visual progress indicators and color-coded badges in both List and Kanban views.
Complete Workflow for Manage Project Checklist Odoo App
To get started with the Project Checklist Module first navigate to the Project Configuration menu to create individual Project Checklists and group them into Project Checklist Templates After defining your templates, open a project and go to the Checklist tab to select the desired templates. Once selected, the system automatically fetch the checklist records, and you can use the "Allow Duplicate Checklist" toggle to decide if repeating tasks should be tracked separately or merged into one. After adding your templates, ensure you Save the project record to fully activate the interactive Done and Cancel buttons.
Project Checklist Odoo App
1. Go to Project -> Configuration -> Project Checklist menu
2. Project Checklist menu in that create project checklist with description.
3. Go to Project -> Configuration -> Project Checklist Template menu
4. User can create project checklist template and select multiple checklist template.
5. Go to Project -> Create project -> Click on 3 dots option & Go to -> Edit
6. Go to Project and under 'Checklist' tab user can select multiple project checklist template for that project.
7. When user select project checklist template, its record added by default. Click on check icon to complete checklist and cancel icon to cancel checklist.
8. By checking "Allow Duplicate Checklist" you can add the same checklist item multiple times if it belongs to different templates.
9. Go o Projects -> User can see checklist progress percentage in Kanban view.
10. Go to Configuration -> Projects -> User can see checklist progress percentage in List view.
Our solutions focus on your problems
- Odoo Implementation
- Odoo Customization
- ERP Development and Implementation
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- Aws Marketplace Products
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Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10am to 7pm IST) and One time Setup
• Works &
tested on standard installations of Odoo with no third
party apps,
• Free support only for odoo
installations with no third party apps,
• Paid
support availaible for Odoo installations with third
party apps.
Prefortune Technologies LLP.
Prefortune is a Odoo Official Partner, Odoo Development company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.
Prefortune Technologies LLP is Working on web development, Mobile development, and Odoo ERP. It is the top outsourcing software company based on the creation of e-Commerce applications and Odoo.
If you need any help or want more additional features, you may contact us through:
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.
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