This is the Base Module

This module provides the core checklist engine shared by all bridge modules. To enforce workflow gates on your Odoo business records, install one or more of the bridge modules below.

Available Bridge Modules

Checklist Manager for Sales

Sales order confirmation gates

Core Highlights

• Create checklist templates for any target model.
• Start with bundled starter templates so users can understand the flow quickly.
• Start checklists manually or apply them automatically with policies.
• Track owners, due dates, required notes, and evidence attachments.
• Keep an immutable checklist event history for operational auditability.
• Use the backend checklist drawer directly from supported business records.
• Extend workflow gates with optional bridge modules for CRM, Project, Sales, and Purchase.

Start Quickly

1. Install the checklist base module and any bridge module you need.
2. Open a saved record such as a contact, opportunity, task, sales order, or purchase order.
3. Use the checklist launcher to open the drawer.
4. Start one of the bundled starter checklists.
5. Complete the steps with notes and evidence to understand the full signoff flow.

How It Works

1. Create a checklist template and choose the target model.
2. Add checklist items with requirement, assignee, deadline, note, and evidence rules.
3. Add one or more policies to decide where the checklist applies.
4. Open a supported record and execute the checklist from the checklist drawer.
5. Use bridge modules when you want workflow transitions to be blocked until completion.

Bundled Starter Examples

• Contacts: record readiness review
• CRM: opportunity qualification before progress
• Project: task delivery signoff
• Sales: order readiness before confirmation
• Purchase: approval readiness before confirm or approve

Best For

EKIKA Checklist Manager is designed for practical enterprise-grade execution control without forcing teams into a heavy approval engine too early.

• Sales qualification
• Project delivery readiness
• Procurement approvals
• Operational handoffs
• Compliance and documentation checks

Business Value

• Reduce missed operational steps on important records.
• Make it clear who completed what, when, and with which evidence.
• Keep signoff inside the current business record instead of separate tracking sheets.
• Support stronger workflow discipline through optional business-flow gates.