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Checklist - Implement Procedures, Methodologies, and Compliance

Add Tasks from Checklists to any Salesforce or Custom Object

Overview

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.

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See How Checklist - Implement Procedures, Methodologies, and Compliance Works

  • - 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

The proven tool to reach goals with consistency, Checklists are a template to create Salesforce Tasks for you and your team to perform. Checklists can be general or for specific Objects (e.g. Accounts, Opportunities) even with certain conditions (e.g. Accounts with a rating of warm). You can add Tasks manually - or automatically (e.g. when a new Account is created or the Opportunity is closed). Microtasks (checklist within tasks) reduce the number of tasks with step-by-step guidance. The created tasks can be active all at once - or activated when prerequisite tasks are completed. Recurring Checklist with the ability to cancel not completed tasks. Activity Timeline with microtask support and Inline Edit. For a demo or any questions, pick a good time for you at https://checklist4sf.pick4d.app

Categories

Business Needs
Project Management
Process Management
Admin & Developer Tools
Industries
Horizontal Product
Personas
Administrator
Business Operations Manager
Service Agent / Supervisor
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.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Community Builder
Managed Package

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