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features
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support

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Description

The Business Process Checklist is an innovative productivity tool within Microsoft Dynamics 365 CRM designed to streamline internal operations by guiding users towards the most effective daily practices. When a sales manager or administrator establishes a checklist or to-do list, it seamlessly integrates with records or Business Process Flows once specific conditions are fulfilled. Whether dealing with custom entities, out-of-the-box solutions, or tailored workflows, this tool provides users with a structured set of actions that embody the organization's best practices. By utilizing the Business Process Checklist, organizations can create a strategic action plan for their sales teams or customer service representatives, ensuring tasks are completed in the desired sequence. This approach not only boosts user productivity but also enhances the coherence of business processes, making it an invaluable addition to your Dynamics 365 CRM toolkit. Ultimately, the Business Process Checklist empowers teams to operate more efficiently and effectively, leading to improved performance and results.

Description

Provide exceptional experiences at every location with our mobile task management and operational auditing solution. We take care of establishing your checklists and training your staff, allowing you to focus on what matters. Enjoy a complimentary 30-day trial of our program. Our checklist platform streamlines store data organization and enhances decision-making for your business. Surpass customer expectations by maintaining consistency across multiple locations. Say goodbye to unreliable checklists; enhance the integrity and accountability of your data. Automatically update checklists to prevent duplicated efforts and unnecessary rework. Our reports and notifications highlight trends to inspire improvements. With Taskle's connectivity, your team can collaborate efficiently to complete tasks seamlessly. Effortlessly manage your checklists through a single intuitive mobile application compatible with both Android and iOS devices. This innovative approach ensures that your operations remain effective and your team engaged in a unified effort.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Microsoft Dynamics 365 Yes 

Integrations

Microsoft Dynamics 365 No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$29.00/month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Inogic

Founded

2006

Country

India

Website

www.inogic.com

Vendor Details

Company Name

Applied Data Corporation

Founded

1989

Country

United States

Website

info.applieddatacorp.com/taskle-retail-task-management

Product Features

Product Features

Audit

Alerts / Notifications No 
Audit Planning No 
Compliance Management Yes 
Dashboard No 
Exceptions Management No 
Forms Management No 
Issue Management No 
Mobile Access No 
Multi-Year Planning No 
Risk Assessment Yes 
Workflow Management No 

Task Management

Collaboration No 
Create Subtasks Yes 
Gamification Yes 
Gantt Charts No 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking Yes 
Recurring Tasks Yes 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking No 
To-Do List View Yes 

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