Task Check List and Approval Process v.12

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

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48€

Buy in the Odoo Apps Store

The tool does not require extra dependencies beside standard Odoo apps.

Current version: 12.0.2.0.2

Enterprise

Community

Odoo.sh

check list not approved validation error

Features
Support

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.

Screenshots

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'.

Screenshots

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.

Screenshots

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.

Bug Report Raise Question Share Features Ideas

Bug reporting

In case you have faced any bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days after the purchase, while even after this period we are strongly interested to improve our tools.

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

Please include in your request as many details as possible: screenshots, Odoo server logs, a full description of how to reproduce your problem, and so on. Usually, it takes a few business days to prepare a working plan for an issue (if a bug is confirmed) or provide you with guidelines on what should be done (otherwise).

Public features requests and module ideas (free development)

We are strongly motivated to improve our tools and would be grateful for any sort of feedback. In case your requirements are of public use and might be efficiently implemented, the team would include those in our to-do list.

Such a to-do list is processed on a regular basis and does not assume extra fees. Although we cannot promise deadlines and final design, it might be a good way to get desired features without investments and risks.

No phone number or credit card is required to contact us: only a short email sign up which does not take more than 30 seconds.

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