Native Salesforce application.
Add Tasks for any Salesforce or Custom Object
Create Tasks manually or automatically
The fast way to implement recurring Tasks, Procedures, Methodologies, Compliance
Checklists prevent mistakes.
Apply them to achieve repeatable, reliable outcomes.
Just create checklists to ensure conistency.
You can can add checklists manually to any objects, creating Salesforce Tasks.
Checklists can be general or for specific Salesforce or Custom objects (e.g. Accounts, Opportunities)
- and can be restricted to certain criteria,
e.g. Accounts with a Rating of Warm.
You can also create the tasks automatically
e.g. for all new or specific Accounts or when an Opportunity is won.
Tasks assigned to the Owner, a specific user - or use any user reference.
Checklist4sf works for everyone
Lightning or Classic UI
any Salesforce Edition
Monitor Task Status from Records and create Reports and Dashboards.
Checklists can be simple task lists - for a single or multiple users.
Add dependencies, creating a workflow.
Now, Tasks can be executed in the proper sequence.
The Task Status is automatically updated from Waiting to Not Started for the dependent tasks.