Checklists
Verified by FreshworksAdvanced workflow automation with tasks & tickets; connect with ClickUp, Monday & Rocketlane.
Published by Taroo(about 20 days ago)
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Improve agent workflows with checklists & automation.
► Tasks & Checklists: Easily create and complete tasks. Save and reuse checklists; apply them to tickets manually or automatically.
► Subtickets: Convert tasks into subtickets for detailed task distribution and issue segregation, enhancing team collaboration.
► Ticket Templates: Predefine subtickets with specific details (subject, description, assignee) and copy information from parent tickets.
► Ticket Automations: Automate checklist addition and subtickets creation based on ticket conditions.
► Role-Based Access Control (RBAC): Control the access level of your agents based on their roles.
► ClickUp, Monday.com and Rocketlane integration:
- Automatic task creation in ClickUp / Monday.com / Rocketlane
- Manually convert a Checklist task into a ClickUp / Monday.com / Rocketlane task
► Auto Resolve: Automatically resolve a ticket once all associated tasks within Checklists are completed, streamlining the resolution process and ensuring no task is left unchecked.
► Features at a glance
- Create, reorder and complete ad-hoc tasks
- Create saved checklists for reuse.
- Add a checklist manually to a ticket.
- Add checklists to tickets via automation.
- Use custom ticket fields in automation conditions.
- Make checklists mandatory before resolving a ticket (Freshchat and Freshdesk only).
- Add tags to tickets when checklists are added (Freshdesk only).
- Role/Group based access restrictions to add checklists manually.
- Create Ticket Templates to pre-define subtickets.
- Use Ticket Templates to convert tasks into tickets on the go.
- View user activity logs for a ticket.
- Filter incomplete tasks.
- Expand/collapse all checklists.
- Insert checklists in reply editor (Freshdesk and Freshservice only).
- Complete all tasks with a single click.
- Automatically resolve a ticket/conversation when all tasks are completed.
If you need any modifications, then please reach out to us. We are happy to adjust the app as per your requirements (paid service). Email support@taroo.in with your requirements.
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Data Management and Storage
Does your app use AI or GenAI features?
No
Does your app use "Freshworks AI powered features or Freddy AI" and comply with Freshworks AI powered features and Freddy AI terms?
No
Does your app collect / process any End-User data?
No
Does your app store any End-User data?
No
Does your app share End-User Data with any third party entities?
No
No
Can the End-User data be exported?
No
Can End-User data be accessed through your app logs?
No
Is the End-User data encrypted at rest?
NA
Is the End-User data encrypted in transit?
NA
Does your app adhere to the OWASP (Open Web Application Security Project) security standard?
NA
Does your app permanently delete the customer data as soon as the customer uninstalls the app?
Yes
Does your app allow customers to request a custom End-User Data retention period?
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Version History10.0
Configure ticket templates for multiple Workspaces in Freshservice.
9.0
- Feature: Rocketlane integration
- Bug fix: Fixes an issue where the app was not preventing a ticket from being resolved when tasks were incomplete.
8.0
Feature: Role Based Access Control
- Restrict access to tasks based on roles.
- Fine-grained control over who can view, create, edit, delete and complete tasks.
- Available in Freshdesk, Freshservice, Freshchat and Freshworks CRM.
Feature: Convert a task into a ticket in Freshservice
- Convert a task into a Freshservice ticket manually/automatically.
- Configure the ticket properties like status, priority, group, assignee, etc. including custom fields.
- Support for ticket creation available only for the primary workspace in Freshservice.
Feature: Compress configuration data
- Compress configuration data to pack upto 2x more checklists.
Feature: Gobal action to complete all tasks
- Complete all tasks with a single click.
- Available in Freshdesk, Freshservice, Freshchat and Freshworks CRM.
7.0
Bug fix: Fixes an issue in Freshdesk where automation with ticket type as a condition was not working.
6.0
Feature: Make adhoc tasks required
5.0
- Monday.com integration with Checklists: Convert any task in Checklists into a task in Monday.com either manually or through automation.
- Dark theme: Checklists app now supports for Dark theme in Freshservice.
- New Preference: Clear all tasks - Clear all tasks in a ticket/conversation before adding new tasks via automation.
- New Preference: Show Custom Fields specific to the Checklists app in a Freshdesk ticket.
4.0
► ClickUp integration
Convert a Checklists task into a ClickUp task manually/automatically
Automatically complete Checklists task when a ClickUp task is completed.
► Auto resolve
Automatically resolve a ticket when all tasks are completed.
When the last task is completed, the ticket/conversation status will be updated to "Resolved".
You can enable/disable this feature in Settings > Preferences.
► Ticket/Conversation update automation
Freshservice: Automatically add a checklist when ticket properties are updated. For example, when a ticket status changes to "Pending", add a checklist to the ticket.
Freshchat: Automatically add a checklist when conversation properties are updated. For example, when a conversation status changes to "Resolved", add a checklist to the conversation.
Freshdesk: Automatically add a checklist when ticket properties are updated. For example, when a ticket status changes to "Pending", add a checklist to the ticket.
3.0
Freshservice
- Convert a Checklists task into a Freshservice task.
- Automatically add checklists when a Freshservice ticket is created.
- Use ticket properties and custom fields to target specific tickets in an automation.
- Insert checklists in the reply editor.
Freshchat
- Convert a Checklist task into a Freshdesk ticket (via Freshdesk integration)
- Automatically add checklists to a conversation is created.
- Use conversation properties and custom fields to garget specific conversations in an automation.
Freshdesk
- Use ticket properties and custom fields to target specific tickets in an automation.
- Insert checklists in the reply editor.
2.0
- Feature: Edit task name and description
- Link an existing ticket to a task
- De-link task from a ticket
1.0
No release notes found