All In One Checklist
The checklist used to give an important list of items, things to be done, or points to be considered, used as a reminder. This module helps to track the work of the checklists, All in one checklist module includes, sale order checklist, purchase order checklist, manufacturing checklist, meeting checklist, project checklist, stock checklist, task checklist, employee entry-exit checklist, CRM leads & opportunity checklist. Here you can know the detail of the checklist in percentage. This module helps to divide checklist items into different stages. cheers!
Related Module
We Includes
Sale Order Checklist
You can make a checklist in quotation/sale order. You can know the detail of the checklist in percentage. Easy to track the work of the checklist.
Purchase Order Checklist
You can make a checklist in the request for quotation/purchase order. You can know the detail of checklist in percentage. Easy to track checklist work.
Manufacturing Checklist
You can make a checklist in Manufacturing. You can know the detail of the checklist in percentage. Easy to track the work of the checklist.
Stock Checklist
You can make a checklist in stock. You can know the detail of the checklist in percentage. Easy to track the work of the checklist.
CRM Checklist
You can make a checklist in CRM. You can know the detail of the checklist in percentage. Easy to track the work of the checklist.
Employee Entry Exit Checklist
You can make a checklist for employee entry-exit. You can know the detail of the checklist in percentage & track the work of the checklist.
Meeting Checklist
You can make a checklist for the meeting. You can know the detail of the checklist in percentage.
Project Checklist
You can make a checklist for the project. You can know the detail of the checklist in percentage.
Task Checklist
You can make a checklist for the project task. You can know the detail of the checklist in percentage.
Go to configuration select "Sale Checklist".
Write the name and description of the checklist.
In the sale order, you can tick the checkbox of a checklist which is complete, you can see the checklist progress bar in percentage also.
In the sale order kanban view, you can see a checklist progress bar with a percentage.
In the sale order list view, you can see a checklist progress bar.
You can filter the completed and uncompleted checklist.
Go to configuration select "Purchase Checklist".
Write the name and description of the checklist.
In the purchase order, you can tick the checkbox of a checklist which is complete, you can see the checklist progress bar in percentage also.
In the purchase order list view, you can see a checklist progress bar.
In the purchase order kanban view, you can see a checklist progress bar with a percentage.
In the request for quotation list view, you can see a checklist progress bar.
You can filter the completed and uncompleted checklist.
Go to configuration select "Manufacturing Checklist".
Write the name and description of the checklist.
In the manufacturing, you can tick the checkbox of a checklist which is complete, you can see the checklist progress bar in percentage also.
In the manufacturing list view, you can see a checklist progress bar.
In the manufacturing kanban view, you can see a checklist progress bar with a percentage.
You can filter the completed and uncompleted checklist.
Go to configuration select "Stock Checklist".
Write the name and description of the checklist.
In the stock, you can tick the checkbox of a checklist which is complete, you can see the checklist progress bar in percentage also.
In the stocklist view, you can see a checklist progress bar.
In the stock kanban view, you can see a checklist progress bar with a percentage.
You can filter the completed and uncompleted checklist.
Create CRM Checklist and description.
CRM Checklist List available in CRM Leads and Opportunity.
Select CRM Checklist that are completed, based on that Checklist percentage calculated inside Opportunity.
CRM Checklist Completed Percentage on List view of Opportunity.
CRM Checklist Completed Percentage on Kanban View of Opportunity.
CRM Checklist Completed Percentage on Kanban View of Leads.
Create Employee Entry Checklist and Description.
Employee Entry Checklist list available in Employee.
Create Employee Exit Checklist and Description.
Employee Exit Checklist list available in Employee.
Select Employee Entry Checklist that are completed, based on that Entry Checklist percentage calculated.
Select Employee Exit Checklist that are completed, based on that Exit Checklist percentage calculated.
Employee Entry & Exit Checklist Completed Percentage on List view.
Employee Entry & Exit Checklist Completed Percentage on Kanban View.
Create Meeting Checklist and description.
Meeting Checklist List available in Meetings.
Select Meeting Checklist that are completed, based on that Checklist percentage calculated.
Meeting Checklist Completed Percentage on List view.
Create Project Checklist and description.
Project Checklist List available in Project.
Select Project Checklist that are completed, based on that Checklist percentage calculated.
Project Checklist Completed Percentage on List view.
Project Checklist Completed Percentage on Kanban View.
Create Task Checklist and description.
Task Checklist List available in Task.
Select Task Checklist that are completed, based on that Checklist percentage calculated.
Task Checklist Completed Percentage on List view.
Task Checklist Completed Percentage on Kanban View.
Version 12.0.1 | Released on : 16 April 2021
- Initial Release.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 90 days.
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