5 (12 ratings)

Checklists for Creatio

The add-on helps to simplify routine operations within the framework of the ongoing workflows

Application type
On-site deployment
Cloud deployment
    Product description
    Product description

    Checklists for Creatio helps to systematize routine operations within the framework of the ongoing workflows.

    The user can define the sequence, mandatority, and follow-up tasks at each step of any workflow facility in the 'Checklist settings' wizard. The product optimizes employee task storage by clearing the schedule from repetitive activities.

    Use cases:

    The app is helpful for companies to make a list of documentation from the customer at any stage:

    • Sale conducting
    • Ordering
    • Marketing activities
    • Case processing

    Checklists allow maintaining a list of tasks without being bound to a chronology: to send products that we need to agree with the carrier, prepare documents, notify production, etc.

    Key features:

    • Setting up checklists for any object;
    • Setting up the mandatority for each one from the item list;
    • Storing files related to each item;
    • Keeping track of each item's due date;
    • Storing checklist history;
    • Changing the status of an object upon a checklist completion.
    Support conditions

    Support is provided by a developer within the “Basic” and “Business” packages. Detailed information about the support packages and the support terms can be found on the Creatio website.

    The developer provides migration packages for new versions for free for on-site solutions. The migration is performed by the customer independently or with the involvement of the developer on a paid basis.

    Checklists for Creatio cloud / on-site subscription
    $ 1.600
    / year
    Pricing does not include taxes and fees (such as VAT) regulated by law.
    Product compatibility
    All products on Creatio platform
    7.14 and up
    MS SQL
    .Net Core
    .Net Framework
    Guides and manuals
    1. Go to System designer > Checklist settings. Create a record of the checklist template for the required section.
    2. In template settings, choose the section of the checklist.
    3. If necessary, set up a filter, according to which it is possible to set up different checklists for different record types of a section.
    4. Save changes.

    Add a new record in the section, and active checklists of this section will be added automatically.

    To activate a 14-day trial period, you have to send the following information to this email care@salesup-it.com: 

    • Company’s name 
    • Customer ID
    • Website’s address

    Leave your feedback about the solution to its developer and Marketplace team