Sweet Checklists for SugarCRM
Add checklists to SugarCRM to have your users organized throughout the day
How checklists help you stay organized
Sugar Sweet Checklists will make sure everything necessary is being completed. Utilizing checklists for SugarCRM in your daily operations it will help you eliminate mistakes and drive consistency across organization.
Create checklist templates that will save you time when creating new checklists on record. Create checklists from templates and have checklist items populate in advance based on template.
Ordering tasks on checklist
Prioritize tasks on checklist based on your current priorities. Each checklist tasks can be reordered and prioritized based on current needs.
Users can keep track of objectives and tasks that need to be fulfilled in relation to specific SugarCRM record. By having option to create unlimited number of checklists users can keep themselves organized how they see it fit. Managers are able to quickly see what is done and pending.
Custom fields in checklist task
Expand your tasks and collect information your organization needs. Checklist task can be customized to require collection of additional information in fields that are unique for your organization.
Assign checklist task to user
Every task can be assigned to someone from your team. Checklist tasks can be assigned and reassigned to different SugarCRM users.
Quick insight if task is completed or not
Knowing what needs to be done fast is key success in productivity. User is able to quickly identify tasks that are complete or that are not.
Sweet Checklists Screenshots









Pricing for Sugar Sweet Checklists
- Create unlimited number of checklists
- Assign tasks to different SugarCRM users
- Add custom fields to populate on checklist tasks
- Supports SugarCRM 8.0 and above
- Supports On-demand and On-premise installation
per user yearly
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