Checklists prevent mistakes and are widely used to achieve repeatable, reliable outcomes.


Checklist for Salesforce is a native Salesforce package improving the creation of Salesforce Tasks.


Checklists can be simple Task lists - for a single or multiple users.

You can also add dependencies - like in a workflow.

 


Checklist Items create Tasks

 



Check Task Status and Progress

View Open Tasks, Summary, and Details


View Open Tasks, Summary, and Details