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PowerChecklist™ gives organizations and teams of all sizes the ability to create Checklist Templates and assign the template of tasks to an individual.

Example Uses for PowerChecklist:

  • New Hire Onboarding
  • New Client Onboarding
  • New Project Onboarding
  • New Partner Onboarding
  • Training Curriculums
  • Software Development Checklists
  • Product Development Checklists
  • Marketing Event Checklists
  • Website Article QC Process
  • Any Repeatable Quality process

Benefits & Features of the PowerChecklist

  • Create unlimited checklists to support all of your teams and departments.
  • 100% native managed package for Salesforce®.
  • Checklist items can be related to one or more standard or custom objects.
  • Each item contains a description and optional link to web-based resources.
  • Checklist items capture estimated effort which calculates the total effort for entire checklist.
  • 1-Click clone feature duplicates your checklists and items for creating iterations.
  • Support for Chatter to stay on top of updates.
  • Track the # of times each template is used and last used date.
  • Included permission sets provide for Template Administrator, Assigner and Standard User security.
  • Follows Salesforce security and sharing model for advanced sharing.
  • Salesforce License Editions Supported: Enterprise, Unlimited, Performance,, Developer and Professional w/API enabled (sorry - this will NOT work with Chatter-Free licenses).
  • Salesforce Classic Only - See Release Notes for progress on Lightning Experience Support
  • Site License: one monthly fee covers all your supported users.
  • Free for non-profits.  Click Get It Now to install your 60-day trial and then log a case (Finance Request) with your 501(c)3 designation letter and your Org ID and we will activate your license for free.