Our drag and drop designer allows you to easily create powerful templates from which checklists can be derived. Drag our controls on to the task content area to display content and/or capture input.
You can precisely control the behaviour of your checklists using our workflow features. These include conditional logic, enforced order, assignable tasks, due dates, scheduled checklists etc.
Progress in Real-Time
Our dashboard allows you to keep track of your checklists in real-time. Whenever a change is made to a task your dashboard is automatically updated so that you always see the latest data.
Our checklists stay synchronized. When a user updates a checklist all other users in the team are automatically updated too. This means that multiple users can work on a checklist at the same time.
Build Powerful Checklists
Unlimited Tasks & Headings
Create as many tasks and headings as you need. Tasks can have actionable input controls. Headings can be used to provide detail and structure.
Add Meaning With Controls
Enhance the content of your tasks with 14 different controls, inculding text boxes, drop downs, date & time picker, file upload, subtasks and more.
Simple Drag & Drop
You can drag and drop the controls from the control pane on the right to the content area in the middle. You can also drag the order of the tasks and headings in the task pane on the left.
Any time you change a template a new version is created. You can view the version history of a template and easily go back to a previous version if required.
Control Your Processes
Build conditional logic rules to show and hide tasks based on the value entered in to a specific control, such as a text box or drop down.
Enforce task order by adding a halt to a task. This prevents any tasks that follow from being completed until all preceeding tasks have been completed.
Add due dates to tasks to automatically flag when a task is overdue. Optionally get notified when a task is overdue by a specific amount of time.
Assign & Permission Tasks
Assign tasks to users and/or groups. Optionally specify that only assignees can complete the task.
This demo shows a checklist being accessed and changed by two different users at the same time. When one user makes a change to the checklist that change is immediately updated to all users in the same team using SignalR. This means that users can work on the same item (checklist, template etc.) concurrently.
Keep Track of Your Checklists
Use our dashboard to keep track of your checklists in real-time. If someone completes a task your dashboard is automatically updated with the change ensuring that you are always viewing the latest data.
You can control exactly what you want to display on your dashboard by using the filters and search functions.
Checklist tasks can even be completed directly from the dashboard if the permissions and required fields allow for that.
It Doesn't End There
Our analytics area gives you all the data you need to analyse how your checklists are being used. Data points include duration, frequency and overdue flags amongst many others.
We have a growing library of templates covering a wide range of business processes. You can import and modify any template to meet your exact requirements before using them in your business.View Template Library
You can create custom schedules for your templates so that new checklists are automatically created on a recurring basis. Our scheduler covers every possible scheduling scenario you will ever need.
You can create as many guest users as you would like for free. Guest users can complete checklist tasks that are assigned to them.
- Unlimited Checklists
- Unlimited Templates
- Real-Time Synchronization with SignalR
- Conditional Logic
- Enforced Order
- Role Assignments
- Due Dates
- Checklist Scheduling
- Chat, Email & Scheduled Support
No Credit Card Required
All features of the Business Plan, plus
- Dedicated Success Manager
- Top-Level Priority Support
- Dedicated Database
- Improved Performance
- Early Access to New Features