Checklist & To-Do Lists for Quality Control & Audits

For any enterprise running on the Salesforce platform.

Increase Productivity

Stop using paper and spreadsheets and go digital. Avoid wasting time with checklist distribution & results collection.

Shorten Feedback Loops

24Checklist provides end-to-end traceability and audit-ability. Shorter feedback loops allow for early problem resolution & insights.

Hassle-Free Configuration

Create checklist on the spot with our easy set-up or choose from our template gallery.

Improve Checklist

Digital checklists improve on-time completion rates with 30% to 50%.

Processing time

Cut checklist processing times by 90% through automated reporting.

Salesforce Integration

Seamlessly works within Salesforce without external tools no connectors, no sync issues. Fully respects your data model and permissions.

Endorsed by Trusted Brands

Turn Tasks into Action with 24Checklist

Streamline task management and boost team productivity with 24Checklist the intuitive checklist solution built for Salesforce. Visualize progress, and ensure nothing slips through the cracks. Whether you’re managing sales processes, service requests, or project tasks, 24Checklist helps your team stay focused and accountable directly within your Salesforce environment.

1. Create/update checklist

Build and Customize Checklists Easily:

Add checklists to any Salesforce record from templates to match your processes exactly

Edit via point and click interface

Rename tasks, reorder steps, and update progress.

Always Up to Date

Checklists reflect changes in real time, ensuring your team stays aligned as work evolves.

2.Distribute & complete checks

Assign Checklists to Records

Use filter criteria to decide on which record pages checklists are visible.

Centralized Data Collection

Team members can complete assigned tasks directly on the relevant Salesforce record, with immediate updates reflecting progress.

Enhanced Visibility and Accountability

Monitor task completion status in real-time, facilitating prompt follow-ups and ensuring that nothing falls through the cracks.

3. Automatically gather results

Real-Time Progress Tracking

As team members complete their assigned checklist items, updates are instantly reflected and providing immediate visibility into task completion.

Centralized Data Collection

All checklist results are consolidated and eliminating the need for external tracking tools and ensuring that all information is easily accessible in one place.

Enhanced Reporting Capabilities

With all checklist data stored, you can leverage standard reporting tools to analyze task completion rates, identify bottlenecks, and improve overall process efficiency.

4. Analyse reports

Seamless Integration with Salesforce Reporting

24Checklist leverages Salesforce’s native reporting and dashboard capabilities, allowing you to analyze checklist data without the need for external tools or complex integrations.

Real-Time Data Visualization

As checklist items are completed, results are instantly reflected in your Salesforce reports and dashboards, providing up-to-date insights into task completion and process adherence.

Enhanced Decision-Making

By consolidating checklist data within Salesforce, you can identify trends, monitor performance, and make informed decisions to improve operational efficiency and compliance.

5. Define & Automate Follow-up

Trigger Salesforce Flows with Platform Events

Upon checklist completion, 24Checklist can initiate Salesforce Flows using Platform Events, enabling automated follow-up actions such as task creation, notifications, or record updates.

Enforce Sequential Task Completion

Define the specific order in which checklist items must be completed, ensuring that follow-up actions occur only after prerequisite tasks are finished, thereby maintaining process integrity.

Integrate Custom Logic and Rules

Utilize custom logic to show or hide checklist items and assign tasks based on specific record conditions, allowing for dynamic and context-sensitive follow-up processes.

What our customers are saying

24Checklist fits hand in glove with our philosophy of becoming a digital company. With 24Checklist, we have drastically improved our quality process. Checklists are completed much more consistently, we get results faster and via the management alerts, we can take immediate action when required. In sum, 24Checklist brings the following advantages to the CGK group: 24Checklist increased the accurate completion rate of checklists with 40%. 24Checklist reduced the checklist processing and reporting time with over 95%. 24Checklist’s management alerts allow management to immediately take corrective action in case of deviations. Amongst others, this avoids shipments of defective products and also reduces scrap.

We are a IT company installing equipment and software at customer sites and were looking for a Salesforce add-on that allows us to execute checklists to verify a successful installation before deploying solutions, and leaving the sites. We tried 24Checklist and it is super easy to set up, it provides a broad range of check types, and the user interface is simple and intuitive. The 24Checklist team has been very helpful and very responsive along the way. Would definitely recommend the app!

We use 24Checklist for machine quality checks to improve compliance and control. The app works well both on mobile and desktop. Compared with our previous MS-office process, we achieve much higher checklist completion rates (30-50% improvement) and 24Checklist's quick issue escalation allows for much shorter feedback loops and efficient quality management. Thanks to automated reporting, we no longer spend time gathering results and creating reports (90% time reduction). I recommend the app!