Flexi Checklist | Smart, Configurable Checklists for Salesforce
Build configurable checklists in Salesforce, assign them by criteria, collect responses, and submit completed checklists for approval.
ClariumPaid
Checklist Genius
by Kandisa TechnologiesSalesforceFreemium
Manage checklists, tasks, and templates in Salesforce, with mobile access, collaboration, reporting, and Flow-based checklist creation.
PRICINGFreemium
DEPLOYMENTCloud
CATEGORYProductivity
UPDATED ON MARKETPLACE
What it does
Checklist Genius lets Salesforce users create and manage checklists with tasks, subtasks, due dates, and priorities. It provides templates for common tasks and projects, a responsive mobile interface, real-time collaboration, and reporting. An invocable Apex method can automate checklist creation through custom Salesforce flows. The vendor lists dark mode, retained filter settings, and additional advanced features as coming soon.
Key capabilities
from the Salesforce AppExchange listingChecklist creation
Create checklists with tasks, subtasks, due dates, and priorities.
Checklist templates
Use pre-built templates for common tasks and projects, and tailor them to specific processes and workflows.
Mobile access
Access checklists and tasks through a responsive mobile interface.
Real-time collaboration
Collaborate on checklists in real time within Salesforce.
Flow invocation
Use the provided invocable Apex method to create checklists through Salesforce flows.
Checklist reporting
Provides reporting for checklist and task management.
Use cases
- Track project milestones within Salesforce.
- Manage compliance processes and daily to-dos using checklists.
How it compares
Flexi Checklist assigns reusable checklist templates to any Salesforce object and controls visibility through customizable settings, while Checklist Genius provides tasks, subtasks, due dates, priorities, mobile access, and Flow-based creation. Taskr focuses on creating Salesforce tasks from customizable templates, whereas Checklist Genius supports checklist structures with subtasks and due dates. yChecklists supports template restrictions based on objects, record criteria, checklist-instance counts, and task ownership settings; these functions are not described for Checklist Genius.
| Name | Pricing | Deployment | Updated |
|---|---|---|---|
| this plugin | Freemium | Cloud | |
| Flexi Checklist | Smart, Configurable Checklists for Salesforce | Paid | Cloud | |
| Taskr | Free | Cloud | |
| yChecklists | Get things done, stay motivated, save time, and avoid mistakes | Paid | Cloud |
In the catalog
642 plugins in Salesforce Platform · Productivity
Price distribution: 308 free, 63 freemium, 271 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Freemium
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What the vendor says
«Checklist Genius is a powerful and intuitive checklist management app designed to streamline your task tracking and organisation. Seamlessly integrated with Salesforce, Checklist Genius empowers you to create, manage, and collaborate on checklists with ease. Whether it's project milestones, compliance processes, or …»
Official marketplace listing
Marketplace
Publisher
Kandisa Technologies
Updated on marketplace
Facts verified