United KingdomProductivity

Recurring Tasks & Process

Name: Recurring Tasks & Process
Price: 80 USD

Templated recurring task lists and process checklists with assignees and auto-generation

Odoo 20.0Odoo 19.0Odoo 18.0

Compatible with Odoo 18.0 · 19.0 · 20.0

OPL-1 license · Odoo 18.0, 19.0 & 20.0

Recurring Tasks & Process

Templated recurring task lists and process checklists with assignees and auto-generation

Repeatable processes — onboarding, month-end close, audits, maintenance, inspections — too often live in spreadsheets and people's memory, so steps get skipped and accountability is fuzzy. Odoo has no general-purpose recurring-checklist engine. This app lets HR, finance, operations and compliance teams define any process once as a weighted, assignee-aware template, then have it generate dated, trackable runs automatically on a daily/weekly/monthly/yearly schedule. Blocking dependencies enforce order, progress is computed from completed-step weights, and a SQL report proves completion rates — so nothing repeatable is ever forgotten again.

Key Features

Reusable process templates with categories

gb.process.template captures a named, categorised process (onboarding, financial close, audit, maintenance, quality) with an owner and a sequenced step_ids list. Each gb.process.template.step holds instructions, a default_assignee_id, a progress weight and a blocking flag, so a process is defined once and reused consistently.

Automatic recurrence via scheduled cron

Set recurrence_unit (day/week/month/year) and recurrence_interval, and the _cron_generate_due_runs scheduler spawns each run when next_run_date arrives. It honours lead_days to generate ahead and catches up missed runs (guarded to 60) so a server outage never leaves a gap.

Run lifecycle with weighted progress

gb.process.run moves draft to progress to done/cancel through action_start, action_done and action_cancel. _compute_progress derives the progress % from completed step weights (skipped lines excluded), and action_done refuses to close while any line is still pending.

Blocking dependencies and skip control

Each gb.process.run.line can be completed, skipped or reopened. action_complete calls _check_blocking_predecessors, which stops you finishing a step while an earlier is_blocking step is still to-do — enforcing the correct order on sequential, dependency-heavy processes.

Overdue detection and due-date tracking

run_date and due_date are derived from default_duration_days, and the searchable is_overdue flag plus days_to_due field surface late runs. _check_dates blocks a due date earlier than the run date, keeping the schedule coherent.

Bulk and one-click run generation

action_generate_run creates the next run from a single template, while the gb.process.generate.wizard bulk-generates runs for many templates at once, optionally overriding the owner and advancing each recurring template's next_run_date. action_pause and action_resume stop or restart recurrence without deleting anything.

Assignee tooling and chatter

action_assign_owner_to_unassigned fills empty steps with the run owner, unassigned_count flags gaps, and action_open_my_steps filters a user to just their lines. Both templates and runs inherit mail.thread, so every state change and generation is logged in chatter.

SQL-backed completion analytics

gb.process.run.report is a read-only SQL view over real stored columns (state, progress, total_steps, done_steps) for pivot and graph dashboards. Helpers get_completion_stats and get_completion_summary return done, overdue and average-progress figures grouped by template or state.

Use Cases

✓HR runs employee onboarding the same way every hire — a template generates a dated checklist with each step pre-assigned to the right team.

✓Finance schedules a monthly close where the cron spawns the run a few days early and blocking steps enforce the correct sequence.

✓Compliance teams generate quarterly audit runs and prove completion rates to managers via the SQL pivot report.

✓Facilities sets a recurring maintenance routine that auto-creates inspection checklists weekly without anyone remembering to.

✓Quality manager bulk-generates inspection runs for several product lines at once using the generate wizard.

✓Team lead reassigns unassigned steps to the run owner in one click and tracks who is behind via the overdue filter.

Screenshots

Process Runs

Run Analysis

Process Templates

Why Choose This Module

Odoo has no general-purpose recurring-checklist engine, so repeatable processes live in spreadsheets and memory — where steps get skipped. This app makes any process a reusable template that generates accountable, trackable runs automatically. It complements onboarding/offboarding tooling generically across every team.