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yChecklists | Get things done, stay motivated, save time, and avoid mistakes

Easy-to-use, native, customisable checklist management for Salesforce

Overview

See How yChecklists | Get things done, stay motivated, save time, and avoid mistakes Works

  • EASY-TO-USE CHECKLISTS Your employees will be able to easily add new checklists on a record so they can organise their work better and avoid forgetting any task.

  • CUSTOMISABLE TEMPLATES Your administrators will be able to define checklist templates that fit your business processes, saving time and money for the whole company.

  • AUTOMATION-READY Checklists can be created manually from record pages, and also automatically with processes, flows, or Apex code.

✔ Create checklist templates and restrict their usage based on: ---- Objects (e.g. Accounts, Contacts, etc...) ---- Record criteria (e.g. Account Type = New) ---- Number of checklist instances per record ✔ Predefine who the task owner will be: ---- A particular user ---- A task queue ---- A field with the user ID ✔ Predefine what the checklist tasks due date will be: ---- Relative to the checklist creation date ---- Relative to a date field on a related record (e.g. CloseDate on Opportunity) ✔ Feature templates to highlight them to your users ✔ Clone existing templates with their tasks ✔ Create checklists manually from record pages, or automatically from processes, flows, or Apex code. ✔ Automatically update the task due date when the tracked date field is changed ✔ Track your tasks with the Kanban, Table, or Split views ✔ Monitor usage using reports and dashboards ✔ Responsive and future-proof: built using Lightning Web Components ✔ Minimal architecture: it won't clutter your org ✔ Fully translatable into any language

Categories

Business Needs
Productivity
Agent Productivity
Data Management
Industries
Horizontal Product
Education
Financial Services
Personas
Administrator
Business Operations Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Managed Package
Lightning App Builder
Salesforce Mobile

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