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' fulfilment, 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.
Check list fulfillment is shown on task kanban and form views to easily control progress
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
As soon as a task is moved to a certain stage, its check list is updated to a topical one from this stage. For example, actions for 'draft' and 'in progress' stages should be different, shouldn't they?
To move a task forward through your 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' stage. 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 a user group for this check list item.
The tool let you grant users with the super check list rights right on a user form. In such a case, such users are able (a) to confirm any check points disregarding defined user groups; (b) move any task further without fulfilling check lists.
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.
However, in case the 'not saved' option is set for the item up, the point should be approved each time from scratch.
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Unzip source code of purchased tools in one of your Odoo add-ons directory
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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.
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We guarantee to provide a working plan by your issue within 5 days. The most of issues are solved within 2 business days.
OdooTools is the team of developers and business analysts to help you extend Odoo potential. We have been communicating with end users to whom the software became the main business tool since 2012. As a result, we are proud of dozens of successful Odoo apps developed. We are open for new ideas and challenges to create the best Odoo tools for business needs all over the world.
This tool has been developed in cooperation with IT Libertas - one of the leading Odoo integrators in Russia.
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