Project Task Checklist UCS | Project Task Checklist | Task Stage Gate Restrictions | Task Checklist Templates | Task Progress Bar & Tracking | Task Checklist Approver Sign Off | Project Task SOP Checklist
by Uncanny Consulting Services LLP https://www.uncannycs.com$ 10.00
In-App Purchases
Project Task
Checklist
Project Task
Checklist
Key Highlights
Task Quality Control
Define mandatory checklist items on project tasks to ensure complete SOP compliance before stage progression.
Automated Templates
Apply pre-configured checklist templates manually or automatically upon entering specific task stages.
Full Audit Traceability
Maintain full chronological log history of item status changes, completions, reopenings, and manager overrides.
What Sets Project Task Checklist Apart?
The Project Task Checklist module empowers project managers and teams to enforce standard operating procedures, checklist templates, stage-gate restrictions, and formal approver sign-offs directly inside Odoo Project tasks. Track progress percentages, assign team members, and maintain full audit trail logs for every project deliverable.
You’re just one click away from streamlining your procurement workflows!
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Manage Your Project Task Checklists Like Never Before. Create smart, automated stage-gate workflows with UCS.
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Global Language Support
Fully compatible with Odoo's multi-language features.
Explore The Key Features
Discover how our module simplifies project task checklist governance and stage gates.
Task-Level Checklists
Create granular, sequenceable checklist items directly on Odoo Project Tasks with assigned team members.
Automated SOP Templates
Define reusable SOP checklist templates and apply them manually or auto-populate per stage entry.
Stage-Gate Restrictions
Block task movement to gated stages until all required checklist items are marked as Done.
Approver Formal Sign-Off
Require formal sign-off from authorized Checklist Approvers for milestone stage advancement.
Smart Validation & Guard Rules
Enforces strict validation against negative quantities, exceeding original values, or completely stripping the original order empty.
Automated Audit Trail History Logging
Posts clickable cross-reference links in the chatter of all task checklist actions for complete audit trail transparency.
Instant Form Redirection
Automatically redirects your screen to the newly created Purchase Order immediately after the split operation completes.
Clean Line & Tax Preservation
Preserves taxes, unit prices, UoM, discounts, and analytic distributions on split lines, unlinking fully split lines automatically.
See It In Action
1. Seamless Module Installation in Odoo 19
Locate and install the Project Task Checklist (project_task_checklist_ucs) module effortlessly from the Odoo Apps menu. It integrates seamlessly into your standard Odoo Project application.
2. RFQ / Purchase Order View with "Split RFQ" Action
Open any active Request for Quotation (e.g. P00013) containing product lines. A prominent "Split RFQ" button is integrated directly into the form header bar.
3. One-Click Trigger for Order Splitting
Click the "Split RFQ" button on the header to instantly launch the split wizard. Available for draft, sent, and active purchase orders.
4. Powerful Interactive Split RFQ Wizard
Select the Vendor and Order Date for the new PO, and specify the exact quantity to split for each product line. The remaining quantity updates automatically in real time!
5. Generated Split RFQ & Updated Original RFQ
View both the Task Checklist Notebook (e.g. P00014) and the updated original Purchase Order (e.g. P00013) seamlessly listed in your RFQs list view with updated total amounts.
6. Interactive Task Checklist Notebook
View live warnings for open required items, apply templates with one click, assign team members, and toggle statuses (Done, Pending, In Progress, Blocked) directly on the task form.
7. Complete Audit Trail & History Log
Track every action on the Checklist History tab. Review detailed logs showing completion timestamps, user re-openings, template applications, and manager stage-gate overrides.
8. Dedicated Task Checklists Menu
Access the top-level Task Checklists menu in Project app to manage all items, manager rollup overviews, templates, and audit logs from a single hub.
9. Global Checklist Items Overview
Search, filter, and bulk-manage checklist items across all active company projects using the global list view with inline state controls.
10. Checklist Item Form View & Quick Actions
Inspect individual checklist item details, update completion status buttons (Mark In Progress, Mark Pending, Mark Blocked), and review completed date/user stamps.
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Easily procure and sell your products
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Plan, track and schedule your operations
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Keep track of services and invoice
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Frequently Asked Questions
Find answers to common questions about the Project Task Checklist module.
Checklist Approver or project manager rights can click the Override Stage Gate header button to advance the task while logging a mandatory justification note in the audit trail.
Auto-Apply Checklist Template on a stage, and Odoo will automatically populate the task checklist when it enters that stage.
Checklist History tab with exact date/time stamps and user details.
Require Checklist Completion is enabled on a task stage, Odoo raises a warning and blocks stage advancement until all required checklist items are marked as Done.
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| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Project (project) |
| Lines of code | 1156 |
| Technical Name |
project_task_checklist_ucs |
| License | See License tab |
| Website | https://www.uncannycs.com |
This software and associated files (the "Software") can only be used (executed, modified, executed after modifications) with a valid License Agreement with Uncanny Consulting Services LLP, or You may develop Odoo modules based on the Software and distribute them under the license of your choice, provided that it is compatible with the terms of the License Agreement. If the Software has been purchased via Odoo Apps Store, you have the right to use the Software within the scope of the purchased user rights, but you cannot develop other Odoo modules based on the Software, nor distribute it under any license without valid License Agreement with Uncanny Consulting Services LLP. 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 NON INFRINGEMENT. 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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