Project task approve or refuse of tasks

by
Odoo

8.94

v 13.0 Third Party 1
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Discuss (mail)
Lines of code 310
Technical Name project_task_approve_odoo_vietnam
LicenseOPL-1
Websitehttps://winerp.vn
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Project (project)
Discuss (mail)
Lines of code 310
Technical Name project_task_approve_odoo_vietnam
LicenseOPL-1
Websitehttps://winerp.vn

Free backend theme Odoo Community, link download: https://apps.odoo.com/apps/modules/13.0/backend_theme_odoo13/


Project task approve or refuse to finishing (completion) of tasks


Project task approve module helps to prevent closing task without approval by project manager (or another approval user).


How it works:

Step 01: Project manager can set Approver, Under Approve Stage (Waiting Approve Stage), End Stage and Refuse Stage for project.

+ Go to Project details form (click edit project info).

+ Click move to Approval tab.

+ Check "Approve Task Completion" field.

+ Set values for fields: Approver, Under Approve Stage, End Stage, Refuse Stage.

Project form config approval

*** Note: you can set another approver in task form (at Extra Info tab), and approver must be added to followers in project detail.




Step 02 (for assigned user): When assigned user want to mark a task as completed/finished the system ask send task to approver => Assigned user click button "Send to Approve".

Assigned user want to mark a task as completed/finished

*** Note: Assigned user should click "Send to Approve" in the task form view or in dropdown menu of kanban card.

Click Send to Approve in dropdown menu of kanban card

After assigned user click "Send to Approve": Task was updated info waiting approve.

Info assinged user update when send approve

After assigned user click "Send to Approve": Send email notification to approve, approver will receive request to approve completion of task.

Send email notification to approver




Step 03 (for approver user): Approver should check if the task is completed properly. Approver click Approve Task (Agree task completed) or Refuse Task (Task not completed).

Approve Task Agree task completed

After approve user click "Approve Task": The task will be moved to end stage (defined is the project settings) and assigned user will receive a notification at log note and email.

Approve task and update infomation

Email notification approve task




Email support: dinh@winerp.vn

Skype support: knightuit

Many Thanks !

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