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Checklist Genius: Checklists & Task Management for Any Salesforce Object

Checklists, task management and task scheduling on any Salesforce record

Overview

Checklist and task management app for any Salesforce object. No-code task tracker with reusable templates, task scheduling by due date, assignment to users or queues, mobile, notifications, native reports and Flow automation for recurring checklists.

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See How Checklist Genius: Checklists & Task Management for Any Salesforce Object Works

  • CHECKLISTS ON ANY SALESFORCE OBJECT: Add the checklist component to any standard or custom object record page: Accounts, Opportunities, Cases, Campaigns or your own objects. No code. An admin sets it up in minutes.

  • REUSABLE CHECKLIST TEMPLATES: Build a template once for onboarding, compliance, renewals or audits. Set due days, reorder items, lock templates, enforce sequential completion and mass-add items to live checklists.

  • TASK MANAGEMENT AND TASK SCHEDULING: Track every checklist item as a task, with progress percentage and activity history. Schedule each checklist with a due date, assign it to any user or queue, and mark items not applicable when they do not apply.

  • MY CHECKLISTS: ALL YOUR WORK IN ONE PLACE: Each user sees every checklist assigned to them, grouped by record, with filters for today, overdue and the next 7, 14 or 30 days. Complete items straight from the list.

  • AUTOMATE WITH SALESFORCE FLOW: Create checklists automatically from record-triggered Flows or Apex. Chain steps so finishing one checklist creates the next from a chosen template, for recurring and dependent work. Enterprise edition and above.

  • NOTIFICATIONS, REPORTS AND DASHBOARDS: Notifications keep owners on schedule. Packaged reports and dashboards show overdue and upcoming checklists, completion rates and your most-used templates.

  • MOBILE READY: Works in the Salesforce mobile app on iOS and Android, so sales, service and field teams can complete checklists wherever the work happens.

  • FREE FOR UP TO 3 USERS: Start free with up to 3 users. Add more users at $5 per user per month, billed annually. Discounts for nonprofits. Try it first in our Test Drive org, with nothing to install.

  • SCHEDULE A DEMO Book a live demo with our team at https://bit.ly/4iiat4Z. We will walk through the app on your own use case and answer your questions.

Checklist Genius is a no-code checklist and task management app that works on any Salesforce object, standard or custom. Add the checklist component to a record page and your team can see what has to be done, by whom and by when, without leaving the record. Build reusable checklist templates for the processes you repeat: customer onboarding, compliance and audit steps, account renewals, campaign launches or project milestones. Every checklist has a due date and every item is a task you can track. Assign checklists to users or queues, enforce sequential completion, mark items not applicable and follow progress as a percentage. My Checklists gives every user one place for all assigned work, with filters for overdue and upcoming items. Notifications keep owners on schedule, and packaged reports and dashboards show managers overdue work, completion rates and template usage. Automate checklist creation with Salesforce Flow or Apex. Chain checklists so completing one creates the next, for recurring and dependent processes. Mobile ready and free for up to 3 users. Teams across different industries already rely on Checklist Genius to standardise their processes inside Salesforce.

Categories

Business Needs
Sales Productivity
Process Management
Audit & Compliance
Industries
Horizontal Product
Financial Services
Travel, Transportation, & Hospitality
Personas
Business Operations Manager
Sales Representative / 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.
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
Managed Package
Lightning App Builder
Salesforce Mobile

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