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Checklist - Implement Procedures, Methodologies, and Compliance
Add Tasks from Checklists to any Salesforce or Custom Object
- Industries
- Horizontal Product
- Business Need
- Project ManagementProcess ManagementAdmin & Developer Tools
- Requires
- None
- Compatible With
- Sales CloudService CloudPlatform Cloud
Native Application to add Checklist Tasks to any Salesforce or Custom Object. Add recurring tasks to any object to support Action Plans, Business Rules, Methodologies or Compliance. Checklists tasks can depend on the completion of prior tasks.
Highlights
- Ensure that Action Plans, Tasks are performed with consistency. Create Tasks from Checklists manually or automatically.
- Assign Task to Record Owner, a specific user or reference a user. Duration of Task in days or business days. - Perform tasks in sequence when prerequisites have been met - like in workflow. View and monitor Task progress.
- Micro-Tasks (subtasks) to decrease Task overhead - Direct Inline Edit of Task or related Object
Accorto, Inc.'s Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
Accorto, Inc.
Portland, OR, USA
Founded in 1999, Accorto, Inc. is an internationally recognized early pioneer in agile model driven architectures for business applications. Previous products include Compiere Open Source ERP. As a Salesforce partner since 2006, Accorto helps you attain your business goals with on-demand applications designed by industry experts. In addition to full time employees, over the last 10 years Accorto has built a network of international partners for worldwide rollout and regional expertise. Staff qualifications include Salesforce Certified Administrator, Developer, and Advanced Developer – Agile Scrum – Java Certified Developers and Architect – Oracle DBA. Cloud T&E, Cloud PSA, Cloud Plus, Cloud ERP are registered trademarks of Accorto, Inc.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
Users need a license for creating checklists and for checklists with sequences (prerequisites, dependent). Please contact us for volume pricing or site licenses.
Plan 1
$180 USD/user/year
Free trial available for 14 days
Plan 2
$20 USD/user/month
Free trial available for 14 days