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 configurationCreate checklists without any coding or technical setup required.
|
✅ | ✅ |
Any objectAssign checklists to any Salesforce object, including custom ones.
|
✅ | ✅ |
Broad range of checksSupports OK/NOK, picklists, free text, numeric fields, in-range validation, timer-based entries, and more.
|
✅ | ✅ |
Document supportUpload files, photos, and other attachments directly to checklists.
|
✅ | ✅ |
Control the orderDecide and enforce the specific order in which checks must be completed.
|
✅ | ✅ |
Avoid copyingReuse existing checks across different checklists to save time.
|
✅ | ✅ |
Add custom logic & rulesUse logic and rules to show/hide or assign checks based on record conditions.
|
✅ | ✅ |
Automate follow-upTrigger Salesforce Flows and automation via Platform Events after checklist completion.
|
✅ | ✅ |
Zero-effort reportsTrack everything through native Salesforce Reports & Dashboards.
|
✅ | ✅ |
Consult digital log historyKeep a complete log of when checks were completed and by whom.
|
✅ | ✅ |
Use on any device100% responsive Lightning Component for desktop, tablet, or mobile.
|
✅ | ✅ |
Recurring checklistAutomatically generate new checklists on a recurring schedule.
|
✅ | ✅ |
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