Task checklists that govern the stage, not just the box

Delegate checklist items, gate stage transitions until required work is done, and require sign-off where it matters — with clear messaging about exactly what is blocking a task.

The problem

Task descriptions and checklists in Odoo's Project app are unstructured text — nothing stops a task from being dragged to Done while sub-steps are skipped. Teams fall back to spreadsheets, Trello-style boards, or a manual review stage that only works if someone remembers to look closely, with no signal at the point of decision that something is missing.

The solution

Governed, delegated checklists live directly on the task: items are assigned to individual owners, built from reusable templates, and required by stage. A task cannot advance past a gated stage until its required items — and, where configured, an approver's sign-off — are complete, with the block message naming exactly what is still outstanding.

Capabilities

Everything a compliance-minded team needs

Every capability below is implemented in the module.

01

Task-Level Checklists

Build a checklist directly on any task: add items, mark them required or optional, and track pending, in progress, done, and blocked states — update one item or many at once with bulk actions.

02

Item-Level Delegation

Assign individual checklist items to specific teammates, independent of the task's own assignees, so ownership of each sub-step is unambiguous.

03

Reusable, Stage-Aware Templates

Save a checklist template once and apply it to any task. Tie a template to a project stage and it auto-applies the moment a task enters that stage — no manual setup step.

04

Stage-Gate Enforcement

Configure any stage to block forward movement until every required checklist item is done — enforced identically whether the task is dragged on the Kanban board or edited on the form.

05

Transparent Block Messages

When a move is blocked, the task names exactly which items are still open and who owns them — plus a warning badge on the card before anyone even attempts the move.

06

Approval Sign-Off

Require a Checklist Approver to sign off before a gated stage can advance, per stage — approval resets automatically whenever the stage changes or a required item is reopened.

07

Governed Overrides

Let an approver push a blocked task through in a genuine exception, with a required, logged reason — enforcement without operational deadlock.

08

Full Audit Trail

Every completion, approval, reset, and override is timestamped and kept on the task's Checklist History — who did what, and when.

09

Manager Rollup & At-a-Glance Indicators

One list surfaces every task with open checklist items, alongside progress bars in the Kanban card, the task list, and the form — no more checking tasks one at a time.

Workflow

How it works

1

Build or Apply a Checklist

Add items straight on the task, or apply a saved template — including a stage template that appears automatically.

2

Delegate & Track

Assign items to owners; states and color-coding make progress and ownership obvious at a glance.

3

Gate the Stage

A gated stage blocks advancement until required items are done and, if configured, an approver signs off.

4

Resolve or Override

Finish the remaining items to unblock naturally, or have an approver override with a logged reason for genuine exceptions.

Questions

Frequently asked

No sales fog. If your question isn't here, email us and we'll answer it the same way.

Nothing changes. Stage-gating is opt-in, per stage. Only stages you flag to require checklist completion or approval enforce anything before a task can move forward.

Get the app

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.

Project Task Checklist

Governed, delegated checklists for Odoo Project tasks — stage-gate enforcement, approval sign-off, and a full audit trail, without losing the transparency to say exactly what is still open.

Buy on Odoo App Store