| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) |
| Lines of code | 745 |
| Technical Name |
zehntech_milestone_checklist |
| License | OPL-1 |
| Website | https://www.zehntech.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Project (project)
• Discuss (mail) |
| Lines of code | 745 |
| Technical Name |
zehntech_milestone_checklist |
| License | OPL-1 |
| Website | https://www.zehntech.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
Streamlined Milestone Management with Custom Checklists
Easily add and track checklists for better milestone progress and task clarity.
Checklist for Milestones
The Checklist for Milestones App enhances project management by allowing users to attach customizable checklists to Milestones. It features status options like completed, canceled, and in progress, along with a dynamic progress bar for visual tracking. The intuitive interface improves task organization, accountability, and overall workflow efficiency.
Key Features
Milestone-Based Checklist Creation
- Multi-Checklist Integration
- Checklist Progress & Status
Management
- Checklist Progress Tracker
- Predefined and Custom Checklist
Categorization
- Role-Based Security for Checklist
Access
Key Features
Milestone-Based Checklist Creation
Milestone-Based Checklist Creation allows users to easily create, edit, and organize checklists for their milestones. 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 milestones. This feature makes it simple to adjust checklists as milestone change, ensuring smooth and efficient progress.
Multi-Checklist Integration
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 milestone are covered.
Checklist Progress & 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 milestone organized.
Checklist Progress Tracker
The app visually displays all checklist items along with their statuses, helping users monitor Milestone progress and quickly identify pending or incomplete items. Additionally, a progress bar is integrated into the form view and tree view of Milestone for enhanced tracking. This visual representation allows users to stay on top of their work and effectively track the completion of tasks, ensuring smooth Milestone management.
Predefined and Custom Checklist Categorization
The Predefined and Custom Checklist Categorization feature allows users to create and manage checklists based on specific categories. Each category can have its own set of checklists, ensuring milestones 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.
Role-Based Security for Checklist Access
The Role-Based Security for Checklist Access 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 milestones or categories are protected.
About Zehntech
Zehntech is a leading Odoo custom development company, empowering businesses across industries with tailored ERP solutions. With a strong team of 50+ skilled Odoo professionals, ranging from 2 to over 10+ years of experience, we bring deep expertise and innovation to every project. Over the years, we have successfully developed 50+ Odoo apps and themes, helping clients streamline operations, enhance productivity, and achieve digital transformation. Our Odoo services include Custom Odoo Development, Implementation, Customization, Support and maintenance.
115+
Happy Customer
120+
Expert Professionals
30%
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12+
Countries We Serve
FAQs
Effortlessly manage project milestones with customizable checklists and real-time progress tracking.
Our Services
Odoo Customization
Odoo Migration Services
Odoo Implementation
Odoo Support & Maintenance
Odoo Website Development
Odoo Theme Development
Odoo Mobile App Development
Contact Us
Zehntech Technologies
(https://www.zehntech.com/contact-us/)
Checklist for Milestones
The Checklist for Milestones App for Odoo 18 streamlines milestones by allowing users to attach multiple customizable checklists to milestone. 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 milestone.
- Multiple Checklist Selection: Tasks and projects can have more than one checklist attached, allowing for granular tracking and organization of smilestone 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
The Checklist for Milestones app for Odoo 18 simplifies project management by enabling users to create and track multiple customizable checklists for each milestone. With features like progress tracking, flexible status updates, and an intuitive interface, this app enhances team coordination, boosts productivity, and ensures timely project completion.
Installation
- Download the module from the Odoo App Store or clone the repository.
- Place the module in your Odoo addons directory.
- Update your Odoo instance to include the new module.
- Install the module through the Odoo interface.
How to use this module:
- Navigate to the Checklist App in your Odoo dashboard.
- Create Milestone Checklist: Go to Project section then in Configuration menu new submenu's will be visible, Milestone Checklist, click on new button to create a new checklist and fill the details.
- Select checklists: In the milestone 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.
- 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.
- Manage checklist items: Apart from the checklist items available you can add more checklist items and you can delete the items you dont need.
- Progress tracking: You can also see the progress of checklist from tree view, form view and kanban view by progressbar
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, 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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