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
Image 1 of 8
Pricing
Paid, from £5 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Default Plan | £5 per user | Monthly | 30 days |
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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