Checklists
Verified by FreshworksChild-parent ticket workflows. Tasks and subtickets. Manage projects.
Published by Taroo(about 1 month ago)
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The best way to manage tasks and subtickets!
⭐️⭐️⭐️⭐️⭐️ "Much-needed feature in any servicedesk ticketing tool. Absolutely love this app for its simplicity of use and importance."
- Shrinivas Krishnamurthy, Program Manager, Blenheim Chalcot
When you first start using the Checklists app, you'll notice how easy it is to create, reorder, and complete tasks on the fly. For lists of tasks that you find yourself using repeatedly, you can configure them for reuse and apply them to any ticket whenever needed. You can even have them added to tickets automatically!
But that is only the tip of the iceberg when it comes to what this powerful project management tool can help you achieve. Once you turn a task into a ticket, the completion status of the task is now linked to the ticket status. But wait, there's more! Connect Checklists with your favorite external project management tools like ClickUp, Monday.com, or Rocketlane.
Supported App Locations
1. Ticket Sidebar in Freshdesk
2. Ticket Sidebar in Freshservice
3. Conversation Sidebar in Freshchat
4. Account tab in Freshsales / Freshworks CRM
5. Contact tab in Freshsales / Freshworks CRM / Freshcaller
Features
→ Create, reorder, and complete ad-hoc tasks on any ticket.
→ Convert tasks to new tickets or link existing tickets to tasks.
→ Save task lists for reuse that can be applied to any ticket.
→ Create ticket templates for tickets you need more often.
→ Automatically add task lists to tickets upon creation or update.
→ Automatically resolve a ticket when all tasks associated with the ticket are completed.
→ Granular access control permissions based on user roles.
→ Integrate tasks seamlessly with external tools like ClickUp, Monday.com, and Rocketlane.
If you need any modifications, 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.
Limitations:
- The maximum size of the app configuration data cannot exceed 256KB. This includes the task lists and ticket templates.
- Preventing resolution of a ticket when required tasks are incomplete is not supported in Freshservice.
- Role based access control feature is not supported in Contact and Account locations.
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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?
No
App Details
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Version History13.0 (June 2025)
- Introducing Checklists for Accounts in Freshworks CRM and Freshsales.
- Automatically add a checklists when a new Account / Contact is created.
12.0 (May 2025)
Feature: Support for new placeholder in Contacts for Freshsales, Freshworks CRM and Freshcaller.
11.0 (May 2025)
Feature: Convert a task into a sub-ticket or a sub-task on the fly.
- On a ticket/conversation, you can now convert a task into a sub-ticket in Freshdesk or a sub-task in Freshservice.
- You can also convert a task into a task in Rocketlane, ClickUp, or Monday.com on the fly.
- This feature is available in Freshdesk, Freshservice, Freshworks CRM, and Freshchat.
Feature: Link/Delink a Freshservice ticket from a task in Checklists.
Feature: Update task status when the child ticket status is resolved/closed in Freshservice.
10.0 (April 2025)
Configure ticket templates for multiple Workspaces in Freshservice.
9.0 (March 2025)
- 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 (February 2025)
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 (December 2024)
Bug fix: Fixes an issue in Freshdesk where automation with ticket type as a condition was not working.
6.0 (October 2024)
Feature: Make adhoc tasks required
5.0 (September 2024)
- 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 (July 2024)
► 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 (May 2024)
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 (April 2024)
- Feature: Edit task name and description
- Link an existing ticket to a task
- De-link task from a ticket
1.0 (April 2024)
No release notes found