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.
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.
By your request, we will prepare an individual live preview database, where you would be able to apply any tests and check assumptions for 14 days.
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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