Project Task Checklist - bitigloo

v 16.0 Third Party 23

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Discuss (mail) • Project (project) • Invoicing (account) • Sales (sale_management)
Lines of code	275
Technical Name	`bi_project_task_checklist`
License	GPL-3 or any later version
Website	https://www.bitigloo.com

You bought this module and need support? Click here!

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Discuss (mail) • Project (project) • Invoicing (account) • Sales (sale_management)
Lines of code	275
Technical Name	`bi_project_task_checklist`
License	GPL-3 or any later version
Website	https://www.bitigloo.com

Project Task Checklist

This module was written to add checklist on the tasks; either based on a checklist template or just manually. Moving to a stage can be restricted according to the checklist.

Features

create a checklist template to be selected on a product to auto-generate the checklist on a task.
select a checklist template from product form to auto-generate the checklist items on a task
add checklist items for any tasks
mark checklist items as Done
block a task to move to another stage if all the checklist are not Done

To configure this module, you just need to create check list templates. Go to Project > Configuration > Checklist Templates. Create a template.

You can also set the checkbox "Block on Checklist" on any task stage to block the task to go to that stage, unless all the checklist items are done:

After configuration you can:

Either select a checklist template from a task form view:

Or select among the defined checklist templates on the form view of a service product:

After confirming the sales order and creation of the tasks, the task will contain the checklist items from the template:

If a task stage has the checkbox "Block on Checklist" on, the user cannot move the task to that stage, unless all the checklist items are "Done":

For any feedback or support need, please:

Simply use our Products Support form www.bitigloo.com/support.

Send us an email to apps@bitigloo.com.

Release Update - Dec 27, 2023
Version - 16.0.2.0.0
Improvement (New Features)

Possibility to add a 'Note' on the checklist item.
Adding the Checkbox to the list view of the checklist items in the reporting.

Release Update - Dec 04, 2023
Version - 16.0.1.0.0

Initial Release

Languages

This module is available in two languages: English and German/Deutsch.

Our Services

Odoo
Implementation

https://www.bitigloo.com/r/fSU

Odoo Functionnal Consulting

https://www.bitigloo.com/r/yEJ

Odoo Workshop & Training

https://www.bitigloo.com/r/01w

Odoo Migration/Upgrade

https://www.bitigloo.com/r/2Wx

Appointment

Please log in to comment on this module

The author can leave a single reply to each comment.
This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
If you want to start a discussion with the author, please use the developer contact information. They can usually be found in the description.