All in One Custom Checklist
by BrowseInfo
| Technical name | bi_all_in_one_custom_checklist |
| License | OPL-1 |
| Website | https://www.browseinfo.in |
All in One Custom Checklist Odoo Apps
Sales and Purchase Order Checklist Odoo Apps
Warehouse and MRP Checklist Odoo Apps
Project Tasks and Employee Entry/Exit Checklist Odoo Apps
CRM and Meeting Custom Checklist Odoo Apps
All in One Checklist Odoo App helps users to create custom checklists and create custom checklist templates. When a user selects a custom checklist template based on that checklist line will be added. Custom checklist has New, Complete and Cancel state and also displays checklist progress percentage. Click on the check icon to complete the checklist and cancel icon to cancel checklist. Users can easily filter by and group by record of custom checklist and also display checklist progress percentage in project kanban view and list view.
Features
Create Custom Checklist
User can create custom checklist with its description.
Create Custom Checklist Template
User can create custom checklist template and also select custom checklist template for order.
Set Custom Checklist State
Custom checklist has New, Complate and Cancel state for that click on check icon to complete checklist and cancel icon to cancel checklist.
Display Percentage based on Checklist Complete
User can see checklist progress percentage based on checklist complete.
Easy to Group by Custom Checklist Template
User can easily group by custom checklist template.
Custom Checklist Filter by Completed/Uncompleted
User can easily filter by record of custom checklist for completed or uncompleted.Sale Order Checklist Flow
Sale Checklist Menu
Goto Sales -> Configuration -> Sale Checklist menu in that create sale checklist with description.
Sale Checklist Template Menu
User can create sale checklist template and select multiple checklist template.
Group By Sale Checklist Template
Select Sale Checklist Template
Goto sale order and under 'Checklist' tab user can select multiple sale checklist template for that sale order.
Added Sale Checklist Template
When user select sale checklist template, its record added by default.
User can see sale checklist has New, Complete and Cancel state also it will count based on checklist Complete. Click on check icon to complete checklist and cancel icon to cancel checklist.
Checklist Progress Percentage in Sales List View
Filter By Sale Checklist Completed/Uncompleted
Checklist Progress Percentage in Sales Kanban View
Purchase Order Checklist Flow
Purchase Checklist Menu
Goto Purchase -> Configuration -> Purchase Checklist menu in that create purchase checklist with description.
Purchase Checklist Template Menu
User can create purchase checklist template and select multiple checklist template.
Group By Purchase Checklist Template
Select Purchase Checklist Template
Goto purchase order and under 'Checklist' tab user can select multiple purchase checklist template for that purchase order.
Added Purchase Checklist Template
When user select purchase checklist template, its record added by default.
User can see purchase checklist has New, Complete and Cancel state also it will count based on checklist Complete. Click on check icon to complete checklist and cancel icon to cancel checklist.
Checklist Progress Percentage in Purchase List View
Filter By Purchase Checklist Completed/Uncompleted
Checklist Progress Percentage in Purchase Kanban View
Stock Checklist Flow
Stock Checklist Menu
Goto Inventory -> Configuration -> Stock Checklist menu in that create stock checklist with description.
Stock Checklist Template Menu
User can create stock checklist template and select multiple checklist template.
Group By Stock Checklist Template
Select Stock Checklist Template
Goto Transfers and under 'Checklist' tab user can select multiple stock checklist template for that transfers.
Added Stock Checklist Template
When user select stock checklist template, its record added by default.
User can see stock checklist has New, Complete and Cancel state also it will count based on checklist Complete. Click on check icon to complete checklist and cancel icon to cancel checklist.
Checklist Progress Percentage in Stock List View
Filter By Stock Checklist Completed/Uncompleted
Checklist Progress Percentage in Stock Kanban View
CRM Checklist Flow
CRM Checklist Menu
Goto CRM -> Configuration -> CRM Checklist menu in that create CRM checklist with description.
CRM Checklist Template Menu
User can create CRM checklist template and select multiple checklist template.
Group By CRM Checklist Template
Select CRM Checklist Template
Goto CRM and under 'Checklist' tab user can select multiple CRM checklist template for that pipeline.
Added CRM Checklist Template
When user select CRM checklist template, its record added by default.
User can see CRM checklist has New, Complete and Cancel state also it will count based on checklist Complete. Click on check icon to complete checklist and cancel icon to cancel checklist.
Checklist Progress Percentage in CRM List View
Filter By CRM Checklist Completed/Uncompleted
Checklist Progress Percentage in CRM Kanban View
Employee Entry/Exit Checklist Flow
Employee Entry Checklist Menu
Goto Employees -> Configuration -> Employee Entry Checklist menu in that create employee entry checklist with description.
Employee Entry Checklist Template Menu
User can create employee entry checklist template and select multiple checklist template.
Group By Employee Entry Checklist Template
Employee Exit Checklist Menu
Goto Employees -> Configuration -> Employee Exit Checklist menu in that create employee exit checklist with description.
Employee Exit Checklist Template Menu
User can create employee exit checklist template and select multiple checklist template.
Group By Employee Exit Checklist Template
Select Employee Entry Checklist Template
Goto Employees and under 'Entry Checklist' tab user can select multiple employee entry checklist template for that employee.
Added Employee Entry Checklist Template
When user select employee entry checklist template, its record added by default.
User can see employee entry checklist has New, Complete and Cancel state also it will count based on checklist Complete. Click on check icon to complete checklist and cancel icon to cancel checklist.
Select Employee Exit Checklist Template
Goto Employees and under 'Exit Checklist' tab user can select multiple employee exit checklist template for that employee.
Added Employee Exit Checklist Template
When user select employee exit checklist template, its record added by default.
User can see employee exit checklist has New, Complete and Cancel state also it will count based on checklist Complete. Click on check icon to complete checklist and cancel icon to cancel checklist.
Checklist Entry/Exit Progress Percentage in Employees List View
Filter By Employee Entry Checklist Completed/Uncompleted
Filter By Employee Exit Checklist Completed/Uncompleted
Checklist Entry/Exit Progress Percentage in Employees Kanban View
Meeting Checklist Flow
Create Meeting Checklist Template
Goto Meetings and under 'Checklist' tab you can create meeting checklist template.
Create Meeting Checklist Popup
You can create meeting checklist with name and description.
Added Meeting Checklist Template
When user select meeting checklist template, its record added by default.
User can see meeting checklist has New, Complete and Cancel state also it will count based on checklist Complete. Click on check icon to complete checklist and cancel icon to cancel checklist.
Checklist Progress Percentage in Meetings List View
Filter By Meeting Checklist Completed/Uncompleted
Manufacturing Checklist Flow
Manufacturing Checklist Menu
Goto Manufacturing -> Configuration -> Manufacturing Checklist menu in that create manufacturing checklist with description.
Manufacturing Checklist Template Menu
User can create manufacturing checklist template and select multiple checklist template.
Group By Manufacturing Checklist Template
Select Manufacturing Checklist Template
Goto Manufacturing Orders and under 'Checklist' tab user can select multiple manufacturing checklist template for that order.
Added Manufacturing Checklist Template
When user select manufacturing checklist template, its record added by default.
User can see manufacturing checklist has New, Complete and Cancel state also it will count based on checklist Complete. Click on check icon to complete checklist and cancel icon to cancel checklist.
Checklist Progress Percentage in Manufacturing List View
Filter By Manufacturing Checklist Completed/Uncompleted
Checklist Progress Percentage in Manufacturing Kanban View
Project Checklist Flow
Project Checklist Menu
Goto Project -> Configuration -> Project Checklist menu in that create project checklist with description.
Project Checklist Template Menu
User can create project checklist template and select multiple checklist template.
Group By Project Checklist Template
Select Project Checklist Template
Goto Projects and under 'Checklist' tab user can select multiple project checklist template for that project.
Added Project Checklist Template
When user select project checklist template, its record added by default.
User can see project checklist has New, Complete and Cancel state also it will count based on checklist Complete. Click on check icon to complete checklist and cancel icon to cancel checklist.
Checklist Progress Percentage in Projects List View
Filter By Project Checklist Completed/Uncompleted
Checklist Progress Percentage in Projects Kanban View
Task Checklist Flow
Task Checklist Menu
Goto Project -> Configuration -> Task Checklist menu in that create task checklist with description.
Task Checklist Template Menu
User can create task checklist template and select multiple checklist template.
Group By Task Checklist Template
Select Task Checklist Template
Goto Tasks and under 'Checklist' tab user can select multiple task checklist template for that task.
Added Task Checklist Template
When user select task checklist template, its record added by default.
User can see task checklist has New, Complete and Cancel state also it will count based on checklist Complete. Click on check icon to complete checklist and cancel icon to cancel checklist.
Checklist Progress Percentage in Tasks List View
Filter By Task Checklist Completed/Uncompleted
Checklist Progress Percentage in Tasks Kanban View
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