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Checklist for Projects and Tasks

by
Odoo

15.22

v 16.0 Third Party 1
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Discuss (mail)
Lines of code 1370
Technical Name zehntech_project_task_checklist
LicenseOPL-1
Websitehttps://www.zehntech.com/
Versions 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 1370
Technical Name zehntech_project_task_checklist
LicenseOPL-1
Websitehttps://www.zehntech.com/
Versions 16.0 17.0 18.0

Our Pricing includes User Manual, 90 Days Support (Monday-Friday 10:30 AM to 7:30 PM PST) and One time Setup

Checklist for Projects and Tasks

The Checklist for Projects and Tasks App for Odoo 16 streamlines project and task management by allowing users to attach multiple customizable checklists to tasks and projects. Key features include the ability to mark checklist items as completed, canceled, in progress, or reset as needed. A dynamic progress bar visually tracks completion, enhancing workflow efficiency. The app provides an intuitive interface for easy checklist management and supports improved organization and timely task completion, making it a valuable tool for boosting productivity and accountability in project workflows.

User Manual for Checklists for Project and Tasks - https://web.kopyst.com/sharedoc/9zrdw9

Key Features

1
Flexible Checklist Management
2
Multiple Checklist Selection
3
Checklist Item Status Management
4
Progress Tracking
5
Category Wise Checklist
6
Security Rights For Checklist Categories

Screenshots

Flexible Checklist Management

Flexible Checklist Management allows users to easily create, edit, and organize checklists for their tasks or projects. Users can customize each checklist with specific items to fit their needs. They can also group and categorize checklists for better organization and control. Additionally, the app provides sample checklists that users can select and modify as needed, making it quicker to set up and use checklists for common tasks or milestones. This feature makes it simple to adjust checklists as projects or tasks change, ensuring smooth and efficient progress.

Project_form_with_custom_fields
Project_form_with_custom_fields

Multiple checklist Selection

This feature allows users to select and manage multiple checklists under the same category for a single task or project. Instead of being limited to one checklist per category, users can add multiple checklists to ensure all aspects of a task or project are covered.

Create

Checklist Item Status Management

Users can mark individual checklist items with statuses such as "To Do," "In Progress," "Cancelled," or "Done" to track progress. They can dynamically add new items to the checklist by clicking "Add a Line" and adjust the checklist as needed. Additionally, users have the flexibility to remove individual items or the entire checklist when it is no longer required. This allows for seamless checklist management and keeps the task or project organized.

Field_types

Progress Tracking

The app visually displays all checklist items along with their statuses, helping users monitor task or project progress and quickly identify pending or incomplete items. Additionally, a progress bar is integrated into the form view, tree view, and Kanban view of Project and Task for enhanced tracking. This visual representation allows users to stay on top of their work and effectively track the completion of tasks, ensuring smooth project management.

Delete
Delete

Category Wise Checklist

The Category-wise Checklist feature allows users to create and manage checklists based on specific categories. Each category can have its own set of checklists, ensuring tasks are organized according to their type or focus area. Additionally, we introduce a User Group field for each category, which ensures that only members of the specified user group can create or manage checklists within that category. This enhances access control and ensures that the right people are managing the right checklists.

Delete

Security Rights For Checklist Catgories

The Security Rights for Checklist Categories feature ensures that access to checklist categories is restricted based on user roles and permissions. Each checklist category can be linked to specific user groups, granting access only to authorized members of those groups. This provides granular control over who can view, create, and manage checklists within each category, ensuring that sensitive tasks or categories are protected.

Delete

Support

contact

Contact Us

Zehntech Technologies


(https://www.zehntech.com/contact-us/)

FAQs

Q1. Why should I choose the Checklist for Projects and Tasks App?

A - The Checklist for Projects and Tasks App for Odoo 17 streamlines project and task management by allowing users to attach multiple customizable checklists to tasks and projects. Key features include the ability to mark checklist items as completed, canceled, in progress, or reset as needed. A dynamic progress bar visually tracks completion, enhancing workflow efficiency. The app provides an intuitive interface for easy checklist management and supports improved organization and timely task completion, making it a valuable tool for boosting productivity and accountability in project workflows.

Q2. How do I create Checklists with this app?

A - We've created a comprehensive guide that covers all the features and provides step-by-step tutorials for creating and managing the Checklists. You can check it out here: - https://web.kopyst.com/sharedoc/9zrdw9 If you need further assistance with any feature or functionality, feel free to contact us at odoo-support@zehntech.com.

Q3. I need some customization in this app. Is it possible?

A - Yes, you can customize the module if you need additional features. We can also assist with the customization. Just email us at odoo-support@zehntech.com with your requirements.

Q4. Will I get lifetime updates for this app?

A - Yes, after purchasing the app, you are eligible for lifetime updates. Check the app page for the changelog, and you can download the updated module from the same link as your original download. If you'd like us to send you update notifications, contact us at odoo-support@zehntech.com.

Q5. I have more questions regarding this app. How do I contact you?

A - Feel free to send us an email at odoo-support@zehntech.com with your questions, and we’ll get back to you as soon as possible.

About Zehntech

We are a technology solutions company that provides solutions to drive outcomes for clients. Organizations around the world rely on us to identify the right technology to solve business problems and achieve ongoing success.

Since 2013, Zehntech has been a force in Software Product Development and SaaS Engineering, delivering over 8 products with a 5 million ARR. These products span Utility and Oil & Gas IIOT solutions, E-commerce platforms, and Enterprise web and mobile applications, including Y-incubator-backed startups. Our team, following industry-standard processes, focuses on transforming business challenges into scalable solutions.

Key Competencies:

ERP and CRM : Solutions built for streamlined business processes and customer relationships across the organization.

IT Product Development: Tailored software solutions for unique business needs.

SaaS Engineering: Scalable and secure SaaS solutions designed for optimal performance. AI/ML Product Development: Creating intelligent, data-driven systems.

Web and Mobile Development: Comprehensive end-to-end development services.

Cloud Computing: Robust and scalable cloud solutions.

24/7 Support Services: Round-the-clock support to ensure business continuity.

Our Services

Odoo Customization
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Get In Touch

Need help?

Odoo Integration

Contact Us

Zehntech Technologies


(https://www.zehntech.com/contact-us/)

Checklist for Projects and Tasks

The Checklist for Projects and Tasks for Odoo 16 streamlines project and task management by allowing users to attach multiple customizable checklists to tasks and projects. Key features include the ability to mark checklist items as completed, canceled, in progress, or reset as needed. A dynamic progress bar visually tracks completion, enhancing workflow efficiency. The app provides an intuitive interface for easy checklist management and supports improved organization and timely task completion, making it a valuable tool for boosting productivity and accountability in project workflows.

Table of contents

Key Features

  • Flexible Checklist Management: User can create and manage multiple checklists and associate them with any project or task.
  • Multiple Checklist Selection: Tasks and projects can have more than one checklist attached, allowing for granular tracking and organization of subtasks or steps within each project or task and it also includes the pre-installed sample checklist users can select.
  • Checklist Item Status Control: Users can easily update the status( Complete, Cancel, InProgress and Reset) of each checklist item to reflect their progress.
  • Progress Tracking: Users can easily track the progress of the checklist through the progress bar added in the form view, tree view and kanban view.

Summary

Streamline project and task management with the Odoo Checklist App. Attach multiple customizable checklists, track progress with a dynamic bar, and improve efficiency with features like marking items as completed, canceled, or in progress.

Installation

  1. Download the module from the Odoo App Store or clone the repository.
  2. Place the module in your Odoo addons directory.
  3. Update your Odoo instance to include the new module.
  4. Install the module through the Odoo interface.

How to use this module:

  1. Navigate to the Checklist for Projects and Tasks App in your Odoo dashboard.
  2. Create Project or Task Checklist: Go to Project section then in Configuration menu new submenu's will be visible, Task Checklist and Project Checklist, click on new button to create a new checklist and fill the details.
  3. Select checklists: In the task or Project form a new field will be visible named Checklist, select all the checklists you want to include there are sample checklists available you can use them also.
  4. Update the status: A new page Checklist will be available, here all the checklist items will be visible and buttons to update the status of the checklist items.
  5. Manage checklist items: Apart from the checklist items available you can add more checklist items and you can delete the items you dont need.
  6. Progress tracking: You can also see the progress of checklist from tree view, form view and kanban view by progressbar.

Change logs

[1.0.0]

  • Added [12-02-2025]- Checklist for Projects and Tasks

Support

Zehntech Technologies

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,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
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