Syntech To Do List for Creatio
Syntech To Do List for Creatio is a component that adds an embeddable, configurable record manager to any page. It connects to any entity with no-code setup, providing hierarchical checklists with priorities, assignees, dates, and progress tracking.
Overview
Product overview
Product description
Syntech To Do List is a Freedom UI component for Creatio that adds an embeddable record manager to any page — record forms, sections, or dashboards. It connects to any Creatio entity object with no-code configuration, turning standard data into an interactive hierarchical checklist with priorities, assignees, due dates, projects, and progress tracking.
Use Cases
- Sales teams: attach a task checklist to Opportunities or Leads to track deal-related action items.
- Support teams: embed a subtask tree on Case pages to break resolution steps into manageable pieces.
- Project managers: use Projects mode to organize work across multiple initiatives on a single dashboard.
- HR / Onboarding: create structured onboarding checklists on Contact or Employee records.
- Operations: bind to any custom entity to track approvals, inspections, or compliance steps hierarchically.
- Personal productivity: add a To Do List to your home page as a daily planner with priorities and due dates.
Key Features
No-Code Configuration via Admin Panel
Connect the component to any Creatio entity object without writing code. The built-in admin settings panel provides field mappings for title, parent, priority, status, due date, assignee, and additional columns — all through dropdown selectors.
Hierarchical management
Break tasks into subtasks with unlimited nesting depth. Each parent shows a completion counter and progress bar. Expand, collapse, and navigate the tree with keyboard shortcuts or mouse.
Plug Into Any Entity. Instantly.
Activities, Leads, custom objects — the widget auto-discovers fields, maps parent-child relationships, and builds a live task tree from whatever schema you choose. Setup takes 30 seconds.
Embed Tasks Where You Work
Embed a full-featured task manager directly on any Freedom UI page — alongside the data you already use every day in Creatio.
Priority. Assignee. Due Date. All Inline.
Set priority, assign team members with avatar previews, and pick due dates — all without leaving the task row. Overdue items are highlighted automatically so nothing slips through.
Pricing
Monthly
Annual
Standard
$
100.00 / month
billed annually
Terms and Conditions
By installing this product you agree to terms and conditions outlined in the license agreement.
Support
Support is available for this application
Support is provided by the developer within the “Basic”, “Business” and “Premium“ packages. Detailed information about the support packages and the support terms can be found on the Creatio website.
Installation
Resources
Data sharing
- By installing or downloading the App, you confirm that you agree with sharing your account data (name, email, phone, company and country) with the App Developer as their End User.
- The App Developer will process your data under their privacy policy.
Versions
Versions history
Version
Compatibility
Release date
1.1.0
8.3.1
Release summary
Nothing gets deleted by accident. Pressing Backspace used to delete the task you had selected, with no warning. Deleting now always asks first.
Typing works like typing. In search and other fields, the space bar, Enter and Tab used to act on the task list instead of the text box. Fixed.
Settings are for admins only. The settings panel was visible to everyone and could be overwritten by any user. It is now limited to administrators.
Sorting is correct. Sorting only applied to the tasks already on screen, so the order broke as more loaded. It now sorts the whole list.
What you see is what is saved. If a change could not be saved, the list used to keep showing it anyway. Now it reverts, and load errors are shown instead of an empty list.
Reordering sticks. Dragging tasks into a new order used to reset on refresh.
Works with a keyboard and a screen reader, and loads faster.
1.0.0
8.3.2
Manual app installation
- Open the needed app → the Packages tab - download the Markeplace app files.
- Click in the top right → Application Hub
- Click New application. This opens a window.
- Select Install from file and click Select in the window that opens.
- Click Select file on the page of the Marketplace App Installation Wizard and specify the app file path.