Task Check List and Approval Processby Odoo Tools
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|Also available in version||v 12.0 v 11.0 v 10.0 v 9.0 v 8.0|
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.
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.
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'.
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.
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.
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This tool has been developed in cooperation with IT Libertas - one of the leading Odoo integrators in Russia.
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