$ 25.31
| Technical Name |
sh_all_in_one_custom_checklist
|
| License | OPL-1 |
Introduction
This all-in-one custom checklist module delivers a versatile and comprehensive solution for creating and applying checklists across multiple business domains—from CRM and sales to purchase, manufacturing, inventory, projects, meetings, tasks, and employee workflows. It offers template-based checklists with progress indicators and stage tracking, helping businesses standardize processes and monitor completion effectively across operations.
Key Features
Create custom checklist templates applicable in CRM, sales, purchase, manufacturing, inventory, projects, tasks, meetings, employee entry/exit, and opportunities
Load checklists directly into relevant records—like sales orders, purchase orders, or project tasks
Visual progress tracking via completion percentage indicators for each checklist
Divide checklist items into stages (e.g., New, Completed, Cancelled) for workflow clarity
Flexible filtering and views across list and Kanban layouts to view completed or pending items
Progress bars and percentage display enhance at-a-glance status updates
Benefits
Standardizes workflows across diverse functions with reusable checklist templates
Enhances visibility into task and process progress through clear indicators
Improves operational efficiency by embedding checklist tracking into core business documents
Supports better oversight with easy identification of pending versus completed actions
Facilitates process consistency and accountability across teams and systems
Compatibility & Technical Details
Required Modules: CRM, Calendar, Employees, Inventory, Manufacturing, Project, Purchase, Sales, Contacts, Discuss, Invoicing
Technical Name: sh_all_in_one_custom_checklist
License: OPL-1 (proprietary)
Installation Steps:
Place the module files into your add-ons directory.
Install the module through the standard application installation process.
Under configuration, create checklist templates for use in sales, purchase, manufacturing, inventory, projects, tasks, meetings, employee workflows, and more. Load templates into records to enable checklist tracking with stage visibility and completion percentages.
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.