Features

24Checklist Features

Standardize tasks & procedures, improve compliance, inspections & quality control. Create Salesforce native checklists, to-do lists & forms for any Salesforce object and any device. Get critical alerts and automate reporting. 

Features

User

Admin

Simple to-do checklists

Easy to understand to-do lists for end-users.

Advanced checklists

Supports OK/NOK, picklists, free text, numeric fields, in-range validation, timer-based entries, and more.

Enrich check results

Add comments, upload photos or documents to checks. 

Works for any Object

Assign checklists to any Salesforce or custom object.

Undo Check Results

Easily adjust previous answers in case of mistakes.

Create New Instance of a Checklist

Create multiple instances of the same checklist for the same record.

Use on any device

100% responsive Lightning Component for desktop, tablet, or mobile.

Easily create checklist

Use a point-and-click interface to create checklists without coding or IT support.

Control the order

Decide and enforce the specific order in which checks must be completed.

Avoid copying

Reuse existing checks across different checklists to save time.

Add custom logic & rules

Use logic and rules to show/hide or assign checks based on record conditions.

Automate follow-up

Trigger Salesforce Flows and automation via Platform Events after checklist completion.

Seamless integration w Saleforce reports

Track everything through native Salesforce Reports & Dashboards.

Consult digital log history

Keep a complete log of when checks were completed and by whom.

Use checklist version management

Checklists evolve over time. Use version management to ensure traceability.

Recurring checklist

Automatically generate new checklists on a recurring schedule.

Feature User Admin
Easy configuration
Create checklists without any coding or technical setup required.
Any object
Assign checklists to any Salesforce object, including custom ones.
Broad range of checks
Supports OK/NOK, picklists, free text, numeric fields, in-range validation, timer-based entries, and more.
Document support
Upload files, photos, and other attachments directly to checklists.
Control the order
Decide and enforce the specific order in which checks must be completed.
Avoid copying
Reuse existing checks across different checklists to save time.
Add custom logic & rules
Use logic and rules to show/hide or assign checks based on record conditions.
Automate follow-up
Trigger Salesforce Flows and automation via Platform Events after checklist completion.
Zero-effort reports
Track everything through native Salesforce Reports & Dashboards.
Consult digital log history
Keep a complete log of when checks were completed and by whom.
Use on any device
100% responsive Lightning Component for desktop, tablet, or mobile.
Recurring checklist
Automatically generate new checklists on a recurring schedule.

What our customers are saying

Still looking for more answers

Do you want to learn more about our features?

Request a demo with one of our experts.