Flexi Checklist

A powerful Salesforce-native app designed to streamline task and process management with dynamic, fully configurable checklists. With Flexi Checklist, admins can easily create reusable checklist templates and assign them to any Salesforce object, while controlling visibility through customizable criteria.

Users see the right checklist at the right time, directly on the records they’re working on. Each checklist item can capture a variety of input types, including free text, picklists, multi-select picklists, file uploads, or simple checkboxes. Completed checklists can be sent for manager approval with a single click, making collaboration and compliance effortless.

Flexi Checklist also features My Checklist, a central hub where users can view all checklists assigned to them in one place, ensuring nothing falls through the cracks. Completed checklists can be downloaded anytime, providing transparency and easy record-keeping.

Every feature is fully configurable, giving admins flexibility to tailor the app to their organization’s processes without coding. Flexi Checklist helps teams stay organized, improve productivity, and simplify processes—all within Salesforce.