Technical Name |
task_checklist
|
License | OPL-1 |
1. Introduction
The Task Check List and Approval Process module enhances project management by enforcing checklist completion at each task stage. Tasks can only progress when all required items are confirmed, ensuring workflow reliability, quality control, and accountability.
2. Key Features
Stage-based Checklists: Assign detailed checklist items for each project stage to control task progression.
Mandatory Confirmation: Prevent tasks from advancing unless all checklist items are confirmed.
Skip Conditions: Option to mark stages as “No need for checklist” for specific situations.
Regression Controls: Prevent tasks from moving backward in the pipeline.
Approval History: Track and recover checklist completion history with audit options.
Role-Based Approval: Assign user groups or roles to approve individual checklist items, including a “Super User” role.
3. Benefits
Process Integrity: Enforces required steps before stage transitions, minimizing oversight and errors.
Custom Control: Stage-specific settings support diverse workflow requirements.
Improved Visibility: Checklist status is displayed in task Kanban and form views for better monitoring.
Accountability: Secure approval via user groups or Super Users enhances control.
Quality Assurance: Ensures tasks only advance after all necessary checks are completed.
4. Compatibility & Technical Details
Odoo Compatibility: Compatible with Odoo 16.0 and above.
Required Apps: Project (project), Discuss (mail).
Technical Name: task_checklist
License: Odoo Proprietary License v1.0 (OPL-1)
Deployment: Supports Odoo Online, Odoo.sh, and On-Premise installations.
Architecture: Modular design supports easy updates and scalable project workflow integration.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.