Task Check List and Approval Process

The tool to make sure required jobs are carefully done on this task stage

13.0 12.0 11.0 10.0 9.0 8.0

€ 28 € 25


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


Enterprise
Community
Odoo.sh

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.

Stage-specific checklists

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.

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'.

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 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.

Task check list per stages
Stage specific check items
Task stage check lists
Check items per project stage
Check list to be confirmed before moving a task further
check list not approved validation error
Approval process distributed by various user roles
User groups per check items
Tasks check list progress kanban view
Check actions progress
The super rights to approve any check items and move tasks
Task check list super user
Check list tree view
Check list own view
To contact us please register in our support system. Registration form is available by any link below. Registration doesn't take more than 30 seconds. No phone number or credit card are required

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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