By clicking on "Install", you acknowledge and agree that your access and use of this application will be governed by the developer's terms of service and privacy policy. Freshworks may share your contact and usage information with the developer.
Try for free
Free 21 days trial, then
OverviewRatings and ReviewPrivacy & Security
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.
I wish I could make a checklist and have it automatically save. I've had to recreate my checklist three times because I would hit "finish" but not "save" after that. Why not have it save after adding tasks?
App Developer
4 days ago
Chelsey, thanks for your feedback. The requirement to "Save" settings is mandated by the Freshworks Marketplace platform in order to persist the settings within Freshworks. Unfortunately, this is not something that we can fix. Also, when you click "Finish" it signifies that you're done editing a particular checklist and allows you to review other checklists before you can finally "Save" the settings.
Amit Yadav
6 days ago
App is good but we are unable to use it due to undue restrictions on Freshcaht marketplace.
App Developer
4 days ago
Amit, while we would love for you to use all the app’s features across every product with a single installation, this isn’t feasible within the scope of our Freshworks developer partners. We understand your concern and have reached out to Freshworks for guidance. We truly appreciate your feedback—it helped us make the Checklists app available in Accounts for all users, not just for you. Much appreciated.
Ralf Brauckhoff
3 months ago
Hello, this checklist looks like a very good extension, especially as we also work with ClickUp. However, there is a problem right here. I cannot establish a connection. ClickUp generates a customer ID and a key when I create an api. But here in the checklist I can only enter a key. Obviously I am doing something wrong :-(
Addendum: since yesterday, triggers are no longer set for custom ticket fields. This means that their use is severely restricted. And again five stars. I give 10 stars for the speed of the supports.
Dustin Dallenbach
4 months ago
Update process not working? Just getting an error while trying to update, and now I can not save any changes to our checklists until it I can update the application. Please help!
Dev Update: The developer was quick to respond and worked to correct this issue. As of 2/15/2025 the app updated successfully.
App Developer
4 months ago
Thanks for the review, Dustin. It has been our pleasure serving you.
The information listed below is provided by the App Developer Partner pertaining to the data privacy policies of the latest app version available on the Freshworks Marketplace. The App Developer Partner is solely responsible for the accuracy of the information provided.
What is End-User data?
Any information that is generated or provided by individuals while using your apps in connection with Freshworks products.
Not an Admin? Share this app with your admin to install it for you.
Version History
13.0 (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
Build your own apps
Backed by a Platform-as-a-Service including a data store and serverless runtimes, and our rich Crayons component library, our SDK allows you to develop and deploy apps in a flash.