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Project Checklist Module
Note:
- This module will work on enterprise and community both.
As a business manager, we have a varied job involving multiple stakeholders. To manage every task seamlessly, Odoo Projects is of great help.
With Project Checklist module,you can customize the project module for creating checklist’s. These checklist’s can be assigned to any stage id in task.
After assigning the checklist, one cannot transfer from one stage to another without completing these checklist’s. Assigning checklist can be of great help to get step by step progress/completion of any task.
Project Checklist Features
- Create checklists for individual project
- Assign stages according to the project
- Easy to acces checklist
- Shows the progress at each stage with progressbar
- Keeps a check on stage transition
Checklist Configuration
Navigate to the user and activate the Checklist feature. It is now ready to use.
Checklists
A sub-menu in configuration menu is added named Checklist. Now Open Configuration Menu and select Checklist.
Creating Checklists
Now Create the checklist’s you want in your task. You can create as many checklist as you want.
Multiple checklist’s can be generated for a single stage without any chances of duplicacy of checklist’s.
Project-wise and Stage-wise assigning of Checklist
You can assign these checklists to any stage you want. Stages are listed according to the Project.
Now go to the task created earlier and checkout the Checklist page of the task. You’ll see your Checklist’s assigned to each and every stage.
No stage transition without completion of checklist at present stage.
Try to move to the next stage, i.e., TO DO to IN PROGRESS, It’ll raise an error that all checklist’s are not done.
You have to complete all the checklist’s,i.e, have to make them true to proceed to next stage.
Stage wise task Progress
Progress Bar to depict how much percentage of task is completed. Very helpful in keeping a check on the task.
After completing all the Checklist, the progress bar becomes 100%.
Stage doesn’t progress even if there is a single checklist unticked.
Automatic Updation of Checklist
Checklist automatically get’s updated after transition to new stage.
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