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Template Based Recurring Tasks and Checklists

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Required Apps Project (project)
Discuss (mail)
Technical Name project_recurring_task_checklist
License OPL-1
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Technical Name project_recurring_task_checklist
License OPL-1

1. Introduction

The Project Recurring Task & Checklist module for Odoo streamlines project workflows by automating the creation of routine tasks and their associated checklists. Using template-based setup and background scheduling, recurring activities are generated automatically—daily, weekly, monthly, or yearly—reducing manual workload and ensuring process consistency.

2. Key Features

  • Task Templates: define reusable task blueprints for recurring activities.

  • Checklist Templates: attach detailed checklist items to task templates.

  • Recurring Setup: configure frequency (daily, weekly, monthly, yearly) for automatic execution.

  • Cron-Driven Automation: background scheduling reliably generates tasks and checklists based on configured cycles.

  • Management Interface: view generated tasks and checklists in dedicated menus for easy tracking and completion.

3. Benefits

  • Efficiency and consistency: eliminates repetitive manual setup and ensures tasks repeat accurately on schedule.

  • Structured task execution: checklists guarantee each recurring task follows the same detailed sequence.

  • Better oversight: administrators can monitor recurring tasks and their completion within Odoo’s interface.

  • Time savings: teams save effort and avoid oversight by relying on automated scheduling.

4. Compatibility & Technical Details

  • Fully compatible with all recent versions of Odoo (both Community and Enterprise editions) using Odoo as the platform.

  • Technical name: project_recurring_task_checklist.

  • Common dependencies likely include the Project and Discuss modules for task creation and notifications.

  • Licensed under the Odoo Proprietary License v1.0 (OPL-1), with standard restrictions on redistribution.

  • Built with modular design for maintainability, scalability, and smooth integration within Odoo workflow.

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.