Go beyond simple to-do lists and manage your workflow with UT-Checklists for WHMCS.
The UT-Checklists addon module provides an easy way for you to standardise your processes and procedures. Create checklist templates for common tasks or custom checklists as a powerful to-do list replacement.
Create checklists on demand and optionally attach them to a client. Each checklist includes an unlimited number of tasks. Tasks have their own status with tacking history.
Create templates for common procedures such as migration of an account, monthly VPS maintenance, installation of servers etc. Then create a checklist based on the template to start tracking the process. By using templates you can set a standard list of tasks that need to be completed. Ensuring work is completed correctly, nothing gets missed or forgotten and improves your level of service to your clients.
When checklists are created they are assigned to the admin creator but any admin can view and work on a checklist. They can also take ownership if required.
When a checklist is attached to a client, the client can view their checklist from the client area. This adds an additional way for clients to be informed on how a process is progressing and helps reduce "how's it going" helpdesk enquiries.
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The best place to start if you need help with a specific product is to contact the developer. All WHMCS Marketplace developers have both a website and support URL listed.
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