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Checklists

Workflow automation with tasks & subtickets; connect with ClickUp, Monday, Freshdesk & more.
Paid
3.7 (9)
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42 installs
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OverviewReviewsPrivacy & SecurityNew
Improve agent workflows with tasks, 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. ► ClickUp & Monday.com integration: - Automatic task creation in ClickUp / Monday.com - Manually convert a Checklist task into a ClickUp / Monday.com 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 (Freshdesk only). - 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). - 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.
3.7
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42 installs
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Fabian Hofmann
Vishal Shah
Jesse Hauf
David Ha
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.
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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
Does your app transfer European Economic Area (EEA) residents’s End-User Data outside of the EEA?
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
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