Turn Checklists Into Enforced Approvals
One unified checklist and approval engine for Sales Orders, HR onboarding and off-boarding, Project Tasks and Products — with blocking enforcement, role and amount-based approval routing, delegation and reminders, all built natively into Odoo.
The problem
Critical verification steps — credit terms, required attachments, onboarding equipment, off-boarding access revocation — live in spreadsheets, email threads and people's memory. When a step gets skipped, the cost is real: an order confirmed against policy, or an ex-employee left with live system access. The market's own leading vendor ships seven overlapping, confusingly-named checklist apps, forcing buyers to guess which single-purpose product covers their document type.
The solution
All in One Custom Checklist replaces the fragmented single-module apps with one engine: reusable templates, guided application, completion tracking, named blocking-item alerts, and role and amount-based approval sign-off — applied consistently across Sales Orders, HR onboarding and off-boarding, Project Tasks and Products from a single configuration home.
Everything you need to enforce process
Every capability below is implemented in the module.
Reusable, Grouped Templates
Define checklist templates once per document type — Sales, HR, Project or Product — and organize them into color-coded groups so every reusable definition has one discoverable home.
Guided Apply Wizard with Preview
Applying a checklist is never a blind dropdown pick: the Apply wizard previews every item on the chosen template before it is attached to the record.
Named Blocking-Item Alerts
A record with incomplete required items shows a clear alert naming exactly which items are still blocking progress — not just a bare percentage.
Hard Confirmation Gate on Sales Orders
Templates marked to block confirmation stop a Sales Order's Confirm action outright until every required item is done and any pending approval is signed off.
Role & Amount-Based Approval Governance
Route approval sign-off to a designated approver group, and auto-apply higher-scrutiny templates only above a configurable order amount threshold.
One-Click Delegation
Reassign a checklist and its open items to a colleague in one action, with a To-Do activity scheduled automatically so the hand-off is never lost.
Daily Approval Reminders
A scheduled reminder scans checklists awaiting approval and nudges the responsible user with an activity, so sign-offs do not stall.
Kanban Dashboard with Smart Filters
A single dashboard shows every checklist instance across all four modules, with progress bars, approval badges, and filters for In Progress, Completed, Blocked and Pending Approval.
CSV Export & PDF Reports
Export any checklist's items to CSV, print a standalone QWeb PDF, or hand a customer a Sales Order with its verification checklist embedded right in the order report.
How it works
Build a Template
Create a reusable checklist template for Sales Orders, HR onboarding/off-boarding, Project Tasks or Products, marking which items are blocking and which need approval.
Apply It
Attach the template through the guided preview wizard, or let it auto-apply by sales team, order amount, or job position.
Track Completion
Items are checked off from the record itself; the progress bar, badges and blocking alert update immediately — no page reload required.
Approve & Enforce
Approvers sign off pending items and the sales order confirmation gate stays closed until every required item is done and approved.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
The app ships with checklist support for four document types out of the box: Sales Orders, Employees (onboarding and off-boarding), Project Tasks, and Product templates — all from one unified configuration home instead of separate apps per document.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
All in One Custom Checklist
Unified template-driven checklists with blocking enforcement and approval governance across Sales, HR, Projects and Products.
Buy on Odoo App Store