Helpdesk Custom Checklist - Enterprise Edition
Helpdesk Custom Checklist is a powerful Odoo module designed to streamline your support process. It allows you to create comprehensive checklists for helpdesk tickets, ensuring no critical steps are missed. With features like stage management with a checklist template, mass update checklists, and a progress bar, your team can easily track task completion. Improve efficiency, maintain high service standards, and gain better visibility into ticket resolution progress with this essential enterprise tool.
Features
Custom Checklist Creation
Create and manage checklist items for helpdesk tickets to ensure no step is missed.
Stage-Specific Tasks
Automatically assign checklist items based on helpdesk ticket stages to ensure proper workflow execution.
Checklist Templates
Create reusable checklist templates for faster and consistent ticket handling.
Visual Progress Tracking
Track checklist completion with a progress bar to monitor task status easily.
Mass Checklist Update
Update checklist items across multiple tickets at once to save time and effort.
Navigating to the Configuration menu in the Helpdesk module to access Helpdesk Custom Checklist and Template settings.
Helpdesk Checklists list view.
Helpdesk Checklists form view.
Accessing the Helpdesk Checklist Template list to manage multi-step process guides like the "Helpdesk all in one checklist".
Configuring the Helpdesk all in one checklist template by grouping the Daily To-Do, Ticket Handling, and Quick-Check guides into a single record.
Configuring helpdesk ticket stages and team assignments in Odoo.
Assigning the "Helpdesk all in one checklist" to the New ticket stage for both Customer Care and VIP Support teams.
Monitoring the Checklist progress for ticket Support, showing three pending tasks required to move the ticket from the "New" stage.
Using the Actions menu to perform a Mass Update Checklist on multiple selected helpdesk tickets simultaneously.
Reviewing the Checklist requirements for ticket, showing a 0% completion rate for the mandatory support and handling guides.
Version 19.0.1.0.0 | Released on : 14th May 2026
- No, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) only.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online)
- Yes, to test this module, please contact us at sales@softhealer.com.
- Please contact us at sales@softhealer.com to request customization.
- Yes, we provide free support for 365 days from the date of purchase.
- Yes, you will receive lifetime free updates for the version of the module you purchased.
- No, there is no need to install any additional libraries.
- Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.
- No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.
- You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.
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