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yChecklists

Get things done, stay motivated, save time, and avoid mistakes

By Yplicity LtdAgent Productivity

Rating
4.0
Reviews
3
Pricing
Paid
From £5 per user per month
Listed since
2020

About yChecklists

Easy-to-use, native, customisable checklist management for Salesforce

✔ Create checklist templates and restrict their usage based on:

  • --- Objects (e.g. Accounts, Contacts, etc...)
  • --- Record criteria (e.g. Account Type = New)
  • --- Number of checklist instances per record

✔ Predefine who the task owner will be:

  • --- A particular user
  • --- A task queue
  • --- A field with the user ID

✔ Predefine what the checklist tasks due date will be:

  • --- Relative to the checklist creation date
  • --- Relative to a date field on a related record (e.g. CloseDate on Opportunity)

✔ Feature templates to highlight them to your users ✔ Clone existing templates with their tasks ✔ Create checklists manually from record pages, or automatically from processes, flows, or Apex code. ✔ Automatically update the task due date when the tracked date field is changed ✔ Track your tasks with the Kanban, Table, or Split views ✔ Monitor usage using reports and dashboards ✔ Responsive and future-proof: built using Lightning Web Components ✔ Minimal architecture: it won't clutter your org ✔ Fully translatable into any language

Highlights

  • EASY-TO-USE CHECKLISTS Your employees will be able to easily add new checklists on a record so they can organise their work better and avoid forgetting any task.
  • CUSTOMISABLE TEMPLATES Your administrators will be able to define checklist templates that fit your business processes, saving time and money for the whole company.
  • AUTOMATION-READY Checklists can be created manually from record pages, and also automatically with processes, flows, or Apex code.

Screenshots

Empower your users and transform your business with checklists!

Image 1 of 8

Empower your users and transform your business with checklists!

Pricing

Paid, from £5 per user per month.

yChecklists plans
PlanPriceBilled
Default Plan£5 per userMonthly

Billed annually. VAT (20%) not included.

The publisher offers discounts.

Compatibility

Works with
  • Sales Cloud
  • Service Cloud
  • Platform Cloud
Requires
  • Platform Cloud
Salesforce editions
  • Professional
  • Enterprise
  • Unlimited
  • Performance
  • Developer
  • Salesforce Platform
Lightning Experience
Supported
Salesforce mobile app
Supported
Salesforce security review
Passed on October 12, 2020
Industries
  • Horizontal Product
  • Education
  • Financial Services
Languages
  • English

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