UT-Checklists

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.

How it works

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.

Features

• Create a checklist and add as many tasks as needed.
• Use templates to create a standard list of tasks for common procedures
• Set an optional deadline date and time for checklist completion
• View all Active checklists with status and completion progress percentage
• Assign checklists to a client and optionally allow them visible access via their client area
• Each tasks on a checklist has its own status which can be set to New, In Progress, Waiting, On Hold, Complete or Deleted
• Each tasks has a status history so you can see which admin changed the task status and when
• View Historical checklists with filtering for fast look ups
• Integrated WHMCS sidebar with completion progress across all checklists and quick links to active, assigned to me, not started and in progress lists