Unlock the Power of Checklists for Business Success
Five Reasons to Use Checklists
To increase productivity
We can save time by using predefined checklist templates, not having to define each task involved in the process, again and again, allowing us to focus on what needs to be done.
To ensure consistency
Everything we do is composed of smaller steps. Checklists help us ensure each step is followed to achieve the desired outcome.
To avoid mistakes
Following a checklist reduces the potential for mistakes and errors by ensuring every task is clearly defined, and no steps are missed or skipped.
To promote teamwork and delegation
Each checklist task can be assigned to different people, allowing us to share responsibility and promoting accountability and collaboration within the company.
To stay motivated
Whenever we recognise a task as completed, our brain releases a load of dopamine, making us feel good and motivating us to continue completing tasks.
Integrating Checklists into Your Salesforce Workflow Effortlessly
yChecklists streamlines checklist management within your Salesforce org, allowing you to leverage the power of checklists in a seamless and intuitive way.
Administrators can create customized templates that mirror your company’s internal processes, making it easy to access and utilize them from the relevant record pages.
Users can then create checklists based on these templates, adapting tasks to suit their specific needs and managing completion from either the record page or our robust Task list views.
Key Features
Create checklist templates and restrict their usage to:
- Specific objects (standard and custom)
- Meeting custom record criteria
- Not exceeding a custom limit
Assign tasks automatically to:
- Specific users
- Task queues
- Related record fields (e.g. the parent account’s owner, a custom field with the user ID)
Automate the creation of checklists using:
- Flows
- Processes
- Apex code
Leverage Salesforce’s reporting capabilities to track:
- Checklist completion metrics
- Template usage
- Etc…
- Dynamically setting the task’s due date based on specific date fields on the related record
- Marking templates as “featured” to highlight them to your users
- Cloning existing templates with their tasks
- Tracking your tasks with the Kanban, Table, or Split views
- Setting optional tasks
- Updating the task due date when the tracked date field is changed
- Mapping custom fields from template task to task
- Responsive and future-proof design, built using Lightning Web Components
- Minimal architecture: it won’t clutter your org
- Fully translatable into any language
What Do Customers Say?
Great support, and meets our needs well
We needed to trigger creation of a standard to-do list on every Opportunity when it hits a certain stage. Support were very helpful during installation and setup. They even responded to a quick feature request. Ongoing support has been great too and we have plans to grow the use-case. We’re 5 months in and happy with the product.
Matt Roberts at Huboo
Simple & efficient
Compared to other To Do List tools, this package is quite simple to use, and yet efficient and quite complete.
We just installed 2 weeks ago and so far happy about it.
Great support as well. So definitely recommended!Jérémie Denis at Novera Solutions
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