Task Check List and Approval Process
The tool to make sure required jobs are carefully done on this task stage
The price is valid till April, 15 (according to the promo campaign Limited Time Offers Spring). Find all promos on this page
The tool does not require extra dependencies beside standard Odoo apps
When you define project stages, you consider some requirements a task should satisfy to be there and to be moved forward. Those requirements are of high importance to make project running smoothly. Missing of any step might lead to a long-run troubles. To avoid those troubles use this tool. The app provides a check list for each task stage to control over requirements' fulfillment, and to make sure that each action is fully approved by responsible users.
Check lists are assigned per each task stage. Set of check list points is up to you.
Fulfillment progress is shown on task kanban and form views for instant overview.
Task check list per stages
Task stage check lists
Tasks check list progress kanban view
Check list tree view
All required actions are ensured to be done
When a task is moved to a certain stage, its check list is updated accordingly. For example, actions for 'draft' and 'in progress' stages should be different, shouldn't they?
To move a task forward through the project pipeline, a check list should be fully confirmed. By 'moving forward' any change of stage with lesser sequence to a bigger sequence is implied.
For certain situations you do not need a check list fulfillment even a new stage is further. For example, for the 'Canceled' state. In such a case just mark this stage as 'No need for checklist'.
Check list to be confirmed before moving a task further
Multiple approval roles
Confirmation might assume involvement of different user roles. Certain check list points might be approved only by top-level employees. For example, cost calculations are confirmed by Financial managers. In such a case just assign for this check list item user group(s).
Besides, you may grant users with the super check list rights. Then, such users would able (a) to confirm any check points disregarding chosen security groups and (b) to move any task further without fulfilling any check points.
Approval process distributed by various user roles
The super rights to approve any check items and move tasks
Approval history is kept for managerial control
Check list actions are saved in the task history. In case a task is moved back, already done check list items would be recovered.
However, in case the 'not saved' option is set for the item up, the point should be approved each time from scratch.
According to the current Odoo Apps Store policies:
every module bought for the version 12.0 and prior gives you an access to the all versions up to 12.0.
starting from the version 13.0, every version of the module should be purchased separately.
disregarding the version, purchasing a tool grants you a right for all updates and bug fixes within a major version.
Take into account that Odoo Tools team does not control those policies. By all questions please contact the Odoo Apps Store representatives directly.
Sorry, but no. We distribute the tools only through the official Odoo apps store
Unzip source code of purchased tools in one of your Odoo add-ons directory
Re-start the Odoo server
Turn on the developer mode (technical settings)
Update the apps' list (the apps' menu)
Find the app and push the button 'Install'
Follow the guidelines on the app's page if those exist.
Yes, all modules marked in dependencies are absolutely required for a correct work of our tool. Take into account that price marked on the app page already includes all necessary dependencies.
Yes, sure. Take into account that Odoo automatically adds all dependencies to a cart. You should exclude previously purchased tools.
Regretfully, we do not have a technical possibility to provide individual prices.
As soon as you purchased the app, the button 'Deploy on Odoo.sh' will appear on the app's page in the Odoo store. Push this button and follow the instructions.
Take into account that for paid tools you need to have a private GIT repository linked to your Odoo.sh projects
No, third party apps can not be used on Odoo Online.
The module features and support depend on your Odoo version. Please select required one on the top right of this page.
We guarantee to provide a working plan by your issue within 5 days. The most of issues are solved within 2 business days.
This tool has been developed in cooperation with IT Libertas - one of the leading Odoo integrators in Russia.
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