| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) |
| Lines of code | 664 |
| Technical Name |
kaz_todo_list |
| License | LGPL-3 |
| Website | http://www.kaizenae.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) |
| Lines of code | 664 |
| Technical Name |
kaz_todo_list |
| License | LGPL-3 |
| Website | http://www.kaizenae.com/ |
Task ToDo List
for Odoo
Gain end-to-end control over your project task lifecycleâdefine reusable project templates, configure task-level checklists, and complete work in seconds rather than juggling spreadsheets. With a simple form-driven interface, project managers mark a project as a template, select it when creating a new project, and Odoo instantly clones all tasks and their checklist items. One click on each task tracks progress, updates task states, andâwhen every checklist item is doneâautomatically advances the project to the next stage. âAttachâ items enforce document uploads, âApproveâ items generate approval activities, and dynamic âSmartâ buttons surface related records with real-time counts. Every checklist action, approval decision, and attachment is logged in Odooâs chatter for comprehensive auditability and compliance. Centralize your task management to eliminate manual errors, accelerate project delivery, and empower teams with real-time visibilityâall so you can focus on driving project success instead of administrative overhead.
© 2025 Kaizen Principles
What's New in Task ToDo List for Odoo
Project Template Integration
Configurable Checklist Items
Progress Tracking
Embedded approvals and attachments
Kaizen Principles
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All Features
Task Checklists
Progress Tracking
Sequential Completion
Project Template Integration
Configurable âTo-Doâ items
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Learn More »Free 30 Days Support
Kazien Principles will provide FREE 30 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Task ToDo List
Gain full visibility into your project task lifecycleâproject managers configure reusable project templates, define task-level checklists, and monitor every taskâs progress in real time through a secure, integrated interface. From selecting a template and auto-cloning all tasks and checklist items to auto-calculating completion percentages and enforcing document uploads, every step is automated with a single click. Status-driven workflows and dynamic smart buttons keep your team perfectly aligned: âAttachâ items ensure critical files are collected, âApproveâ items generate and close approval activities, and âSmartâ items surface related records with live counts. Once every checklist item is done, tasks automatically move to Done and projects advance to the next stageâeliminating manual updates. Every checklist action, approval decision, and attachment is recorded in Odooâs chatter for comprehensive audit trails and compliance. Centralize your task and project management to reduce errors, accelerate delivery cycles, and empower teams with actionable insightsâso you can focus on driving project success instead of administrative overhead.
Assign ToDo Roles to Users
Create and Mark Projects as Templates
Configure Task-Level ToDo Checklist Items
Define ToDo Checklist Line Details
Auto-Complete Tasks When All ToDo Items Are Done
Assign ToDo Roles to Users
Define user access for the Task ToDo List module by assigning the appropriate roles under the Project section in the user form. Checklist Viewers: Allows access to view and interact with task checklist items. Task ToDo List Configuration: Grants permission to configure project templates, checklist types, and advanced logic. Administrator: Enables full rights, including managing stage progression and smart buttons. With precise role assignment, you ensure that task owners, project managers, and approvers interact with the ToDo workflow according to their responsibilitiesâstreamlining execution while maintaining control and data security.
Create and Mark Projects as Templates
Design once, reuse foreverâturn any project into a template by simply checking the âIs Templateâ box. When marked as a template, this project becomes a blueprint that can be instantly reused to launch new projects with the same structure, tasks, and checklists. This feature is ideal for recurring projects like onboarding, audits, development sprints, or office setupsâsaving time, reducing errors, and ensuring consistency across teams. Just choose the template at project creation, and Odoo will automatically replicate its entire task frameworkâno manual duplication needed. Use templates to standardize execution, accelerate project kickoff, and empower project managers with proven structures for repeatable success.
Configure Task-Level ToDo Checklist Items
Ensure consistent task execution by defining step-by-step ToDo checklist items directly within each project task. From the âToDo List setupâ tab, you can add structured checkpoints such as document attachments, approvals, or system-driven smart actionsâtailored to that taskâs purpose. Each ToDo line includes: Name & Description of the step ToDo Type: Attach, Approve, Smart, or Activity Status & Approver Assignment Linked Model for Smart Actions This setup transforms vague task instructions into clear, enforceable stepsâboosting accountability, preventing missed actions, and enabling real-time progress tracking. When combined with project templates, you create a repeatable, auditable workflow that your teams can follow with precision.
Define ToDo Checklist Line Details
Quickly configure detailed ToDo checklist items by filling out the intuitive popup form. Each checklist line can be fully customized to reflect what needs to be done, whoâs responsible, and how many related records are allowed. Set: Name & Description of the action ToDo Type (Approve, Attach, Smart, Activity) Approver for approvals Minimum & Maximum Order Limits to enforce how many related records must be created (ideal for Smart-type actions) This feature ensures precise control, enforces accountability, and tailors each taskâs execution pathâstep by step. Whether you're requiring document uploads, formal approvals, or automated smart interactions, this form ensures no action is left undefined or unchecked.
Trigger Approval Activities Automatically
As soon as a ToDo line of type âApproveâ is saved, the system automatically schedules an activity for the assigned userâensuring theyâre notified to review and act. Key benefits: â Automatic activity creation (visible in the chatter and ToDo panel) ð§âð¼ Approver-specific assignments, keeping roles and responsibilities clear ð Deadline tracking ensures timely action ð¬ Chatter logging for full traceability This step brings structure and accountability to your approval workflow. Approvers receive direct notifications, and project managers get real-time visibility on whatâs pendingâwithout having to follow up manually.
Approve or Reject ToDo Actions from Task View
Easily manage checklist approvals without leaving the task form. Once a ToDo item of type "Approve" is assigned, the responsible user sees a clear set of action buttonsâApprove, Reject, or Re-setâwithin the ToDo List tab. Key features: âï¸ Click Approve to mark the checklist as done â Use Reject to flag it for revision ð Select Re-set to move it back to draft status 𧾠Every action is recorded in Odooâs chatter for full traceability This interface empowers reviewers to take quick, auditable actions from the task viewâno need to navigate to separate approval modules. It's a seamless, integrated way to enforce responsibility and ensure accountability in project workflows.
Auto-Complete Tasks When All ToDo Items Are Done
Once all ToDo checklist items are completedâwhether approved, attached, or actionedâthe system automatically updates the task status to Done, records the end date, and triggers any associated project-level logic such as stage transitions. This final step includes: ð¯ 100% progress automatically calculated â Task status changed to Done without manual updates ð Start and end dates captured for audit and reporting 𧾠Chatter updates showing full task lifecycle and approvals This ensures no task is marked complete unless all required steps are fulfilled, enforcing a structured, checklist-driven execution flow. It reduces oversight, improves team accountability, and keeps project progress accurate and visible at all times.
Why Kaizen
You know us as the makers of the Odoo "Task ToDo List for Odoo".
Kaizen's Top App Recommendations
Take a look at our other Odoo apps designed to make your life easier with a smooth workflow. Don't miss the chance to uplift your Odoo ERP experience with our apps!
More Apps »
POS Tamara
Pay point of sale orders with tamara payment gateway and refund orders paid with tamara....
Learn More »
UAE Corporate Tax
Get Complete State-specific legislation view of Company income taxes Generate / redraft related journals at any time during the year...
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Stock Report PDF
PDF report to print inventory transactions using different fillters...
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Payment Provider: Tamara
Integration With Tamara Payment Gateway (E-commerce and Point of Sale)...
Learn More »Kaizen Odoo Services
Upscale your business with expert services from an Odoo Gold Partner.
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