Task Check List and Approval Process v.15
The tool to make sure required jobs are carefully done on this task stage. Tasks checklists
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 making projects run smoothly. Missing any step might lead to long-run troubles. To avoid those troubles use this tool. This Odoo app provides a check list for each task stage to control requirements' fulfillment and to make sure that each action is fully approved by responsible users.
Stage-specific project checklists
Check lists are assigned per each task stage. For instance, actions for the 'to-do' and 'in progress' stages might be different. Prepare any number of checkpoints for each project stage
Actions ensured to be done
To move a task forward through the project funnel, its check list should be fully confirmed ('moving forward' implies any change of stage from lesser to a bigger sequence). For certain stages - e.g. for 'Canceled' - you may want to avoid such restriction. Then, mark this stage as 'No need for checklist'
Highlighted task progress
Fulfillment progress is shown on task kanban and form views for instant overview
Approval history for managerial control
Check list actions are saved in history. If a task is moved back, already done check items would be recovered. Turn on the setting 'not saved' to avoid that behavior for specific approval points
Multiple task check list roles
The app lets assign security groups for each check list point. In such a case, only users from that groups would be able to confirm a related item
Forbid task regress
With the tool, configure the project pipeline to disallow moving tasks back. To that goal, turn on the option 'Forbid regress to this stage' for particular states. For example, to make sure no tasks become 'Under consideration' again
Super approval admins
The special role 'Tasks Checklists Super User' allows (a) to confirm any check points disregarding defined security groups and (b) to move any task further (progress) without fulfilling check lists; (c) to move any task back (regress) even a new stage does not allow that.
Odoo demonstration databases (live previews)
For this app, we might provide a free personalized demo database.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
By your request, we will prepare an individual live preview database, where you can apply any tests and check assumptions for about two weeks.
Bug reporting
If you encounter bugs or inconsistent behavior, do not hesitate to contact us. We guarantee to provide fixes within 60 days of purchase and are intensely interested in improving our tools even after this period.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
Please include as many details as possible in your request: 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 feedback. If your requirements are of public use and might be efficiently implemented, the team will include those in our to-do list.
Such a to-do list is processed regularly 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.
You do not need a phone number or credit card to contact us. You should only pass a short email sign-up, which does not take more than 30 seconds.
The tool to flexibly structure Odoo attachments in folders and synchronize directories with cloud clients: Google Drive, OneDrive/SharePoint, Nextcloud/ownCloud, Dropbox. DMS. File Manager. Document management system.
The tool to build deep and structured knowledge base for internal and external use. Knowledge System. KMS. Wiki-like revisions
The tool to safely keep passwords in Odoo for shared use. Shared vaults. Encryption
The tool for time-based service management from booking appointments to sales and reviews
The tool to set up KPI targets and control their fulfillment by periods. KPI dashboard. Dashboard designer. KPI charts
The tool to automatically synchronize Odoo attachments with OneDrive files in both ways
The tool to automatically synchronize Odoo attachments with Google Drive files in both ways
The tool to add new fields for Odoo project tasks without any technical knowledge
38€
The tool to quickly access and simply reference tasks by automatic numbers. Tasks sequence. Task numbering
38€