Meeting Action Checklist

Meeting Action Checklist Odoo App

• Standardize your meetings by creating reusable templates that define agendas and ensure every meeting follows a consistent structure.
• Save time with automation by instantly generating all required checklist items when selecting the appropriate template in a meeting.
• Maintain flexibility by choosing whether checklist items should remain unique or allow duplicates based on your workflow needs.

• Track meeting progress visually with an automatic percentage indicator that updates in real time as checklist items are completed.
• Quickly identify pending or completed work using smart filters designed to simplify meeting tracking and follow-ups.

Meeting Action Checklist Odoo App

To use the Meeting Action Checklist app, first enable Developer Mode in Odoo, then go to Calendar → Configuration → Meeting Checklist to create checklist items and Calendar → Configuration → Meeting Checklist Template to create templates by selecting multiple checklist items. After creating templates, navigate to Calendar → Meetings, open or create a meeting, and in the Checklist page select the required template(s), which will automatically add the related checklist items. You can manage each checklist line by marking it as Completed or Cancelled, while the system automatically calculates and displays meeting progress as a percentage on the left side of the form. Additionally, in the meeting list view, you can use filters like Completed Checklist and Uncompleted Checklist to quickly track meeting status and identify pending or completed meetings, helping you organize and manage meetings more efficiently.