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

Additional Details

✔ 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