Das Problem
Checklists live in separate tools or sticky notes. Completion state does not travel with the client record.
Feature
Checklist
Sub-task lists on records — tick items, track completion, and run onboarding or QA steps on the same row as the deal or project.
So hilft Vmoox
Checklist integration on record forms — add items, assign, complete, and see progress without a separate task app for micro-steps.
Für den Alltag gebaut
Tiefgehende Funktionen, die Teams vom ersten Tag an nutzen.
Inline lists
Steps live on the record form.
Completion state
Clear done vs open per item.
Global browse
Checklist app home across workspace.
Delivery QA
Launch checklists on project rows.
Sales process
Stage checklists on leads.
Lightweight
Smaller than a Task for simple steps.
Das erhalten Sie
Micro-steps on the parent record.
- Checklists on any integrated record
- Tick items and track completion
- All checklists browse from app home
- Onboarding and QA templates per row
- Vmoox Apps integration
- Works on Tasks, Projects, Leads
- Pair with Review for sign-off
- No duplicate task for every checkbox
Structured steps without task sprawl
Integration app for lists that belong on the parent row.
- Browse all checklists from app home
- Common for onboarding and QA
- Same integration pattern as Comments
- Shipped in platform bootstrap
Run a checklist on a record
Enable Checklist on host app forms.
Open record
Project or lead in drawer.
Add items
Define steps for this row.
Complete
Tick as team progresses.
Review
Manager sees completion on same row.
Für wen es gedacht ist
Reale Szenarien, in denen Teams diese Funktion jede Woche nutzen.
Client onboarding
Kickoff checklist on project record.
QA before ship
Release checklist on task row.
Sales process
Discovery steps on new leads.
Im eigenen Workspace testen
Sub-task lists on records — tick items, track completion, and run onboarding or QA steps on the same row as the deal or project.
- Free Starter plan
- No credit card required
- Full workspace in minutes