All of ChecklistGuro's Features

• Tasks

  • Create Tasks: Easily add new tasks with titles, descriptions, and due dates.

  • Task Assignment: Assign tasks to individual team members or groups.

  • Due Dates & Reminders: Set deadlines and receive automated reminders.

  • Task Prioritization: Mark tasks as high, medium, or low priority.

  • Task Status Tracking: Monitor task progress (e.g., Open, In Progress, Completed, Overdue).

  • Subtasks: Break down larger tasks into smaller, manageable subtasks.

  • Task Dependencies: Define relationships between tasks (e.g., Asset, Site, Supplier).

  • Recurring Tasks: Schedule tasks to repeat daily, weekly, monthly, or custom intervals.

  • Task Notes & Attachments: Add detailed notes and attach relevant files to tasks.

  • Search & Filtering: Quickly find tasks based on keywords, assignee, status, due date, etc.

  • Kanban Board View: Visualize tasks in a Kanban board with customizable columns.

  • List View: Display tasks in a simple, sortable list.

  • Calendar View: See tasks organized by due date on a calendar.

  • Access: Custom access depending on user/group and role.

• Checklists

  • Create Checklists: Easily create new checklists with custom titles and descriptions.

  • Add Checklist Elements: Create individual checklist elements with descriptions and assignees.

  • Reorder Elements: Easily rearrange the order of checklist elements.

  • Add Notes to Elements: Attach notes and details to individual checklist elements.

  • Question/Selection: Choose one or more options.

  • Text/Paragraph: Enter some text in the input box.

  • Number: Enter some number in the input box.

  • Calculation: Makes a calculation base on user formula: ELEMENT_1 + ELEMENT_2

  • Date/Time: Enter some date, time or timestamp in the input box.

  • Media/File Upload: Upload any type of file.

  • Signature: Draw your signature as proof.

  • User/Group: Select user or group from your team.

  • Entry: Select Model Entry (Asset, Site, Client, Supplier)

  • Entry Create: Create Model Entry (Asset, Site, Client, Supplier) with variables(elements) from the checklist.

  • Entry Update: Update Model Entry (Asset, Site, Client, Supplier) with variables(elements) from the checklist.

  • Location: Set a location on a map by clicking or using your current location.

  • Map: Display marker/s, area/s, route/s on a map.

  • Page/Step: Group elements in a step with Next, Previous steps.

  • Group/Collapsable Section: Group elements in a collapsable card.

  • Repeat Elements: Group elements which can be repeated multiple times by the user.

  • Columns/Layout: Group elements in a layout with 2,3,4,5,6 or more columns.

  • Logic: Show/Hide elements depending on what inputs the user has made.

  • Checklist: Show Checklist inside another checklist.

  • Process: Start Process with variables(elements) from the checklist.

  • Create Task: Create Task with variables(elements) from the checklist.

  • Send Message: Send Message with variables(elements) from the checklist.

  • Notification: Send Notification with variables(elements) from the checklist.

  • Email: Send Email with variables(elements) from the checklist.

  • SMS: Send SMS with variables(elements) from the checklist.

  • Info/Alert: Display help/description text to user.

  • File/Image/Video: Display image, video or other files to user..

  • Access: Custom access depending on user/group and role.

• Models

  • Create Models: Easily create new checklists with custom names and descriptions.

  • Add Elements: Create custom Models with elements of your choice.

  • Reorder Elements: Easily rearrange the order of model elements.

  • Question/Selection: Choose one or more options.

  • Text/Paragraph: Enter some text in the input box.

  • Number: Enter some number in the input box.

  • ID: Sets unique ID - text or number for your entries.

  • Date/Time: Enter some date, time or timestamp in the input box.

  • User/Group: Select user or group from your team.

  • Location: Set a location on a map by clicking or using your current location.

  • Barcode/QR Code: Define a custom code for your entries: QR, Aztec, Code 32, Code 128, EAN 8, EAN 13 and more...

  • Relation 1:1: Define a relation to another model, 1 entry from your model can be related to only 1 entry from another model.

  • Relation 1:n: Define a relation to another model, 1 entry from your model can be related to many entries from another model.

  • Relation n:1: Define a relation to another model, many entries from your model can be related to 1 entry from another model.

  • Relation n:m: Define a relation to another model, many entries from your model can be related to many entries from another model.

  • Access: Custom access depending on user/group and role.

• Model Entries

  • Create Entries: Easily create entry by filling the elements defined in the Model.

  • Actions: Each entry can have actions: link to page, start process, start checklist etc.

  • Comments: Each entry has comments section where you and your team can discuss thing related to the entry.

  • Tasks: Each entry can be related to multiple tasks.

  • Files: Each entry can be related to multiple files.

  • Versions: Each entry has versions(updates/changes) history.

  • Access: Custom access depending on user/group and role.

• Files

  • File Upload: Ability to upload files from various sources (local machine, cloud storage).

  • File Download: Ability to download files.

  • File Preview: Ability to preview common file types (images, documents, videos) without downloading.

  • File Renaming: Ability to rename files.

  • File Deletion: Ability to delete files with potential recycle bin functionality.

  • File Moving: Ability to move files between folders.

  • File Type Support: Support for a wide range of file types.

  • Search Functionality: Robust search functionality with filters (by name, type, date, etc.).

  • Tagging: Ability to tag files for easy categorization.

  • Access: Custom access depending on user/group and role.

• Dashboards

  • Widget-Based Design: Dashboards built using customizable widgets (charts, graphs, tables, boards, timelines, maps).

  • Key Performance Indicators (KPIs): Ability to display key metrics with clear targets and indicators.

  • Real-Time Data Updates: Ability to display data that updates automatically in real-time.

  • Responsive Design: Dashboards that adapt to different screen sizes and devices.

  • Drag-and-Drop Interface: Easy drag-and-drop functionality for arranging widgets.

  • Customizable Layouts: Ability to create custom dashboard layouts.

  • Widget Resizing: Ability to resize widgets to fit different screen sizes and layouts.

  • Interactive Filters: Ability to filter data displayed in widgets (date ranges, categories, etc.).

  • Tables: Ability to display data in tabular format.

  • Boards: Ability to display data in board format.

  • Calendars: Ability to display data in calendars - monthly, weekly, daily.

  • Timelines: Ability to display data in timeline.

  • Charts: Ability to display data in variety of chart types (line, bar, pie, scatter, area, etc.).

  • Maps: Ability to display data on map - markers, areas, routes.

  • Access: Custom access depending on user/group and role.

• Reports

  • Report Templates: Pre-built report templates for common reporting needs.

  • Report Generation: Ability to generate reports on demand or on a schedule.

  • Data Aggregation: Ability to aggregate data from multiple sources.

  • Calculated Fields: Ability to create calculated fields based on existing data.

  • Filtering: Robust filtering capabilities to refine report data.

  • Sorting: Ability to sort data in ascending or descending order.

  • Custom Report Builder: A visual report builder for creating custom reports from scratch.

  • Report Layout Design: Ability to customize report layouts, including headers, footers, and formatting.

  • Branding Options: Ability to brand reports with company logos and colors.

  • Table Formatting: Options for formatting tables (e.g., font styles, colors, borders).

  • Chart Types: Support for a variety of chart types (line, bar, pie, etc.).

  • Export Formats: Support for exporting reports in various formats (PDF, CSV, Excel, Word).

  • Scheduled Reporting: Ability to schedule reports to be generated and distributed automatically.

  • Email Distribution: Ability to email reports to specified recipients.

  • Report Sharing: Ability to share reports with other users or groups within the system.

  • Access: Custom access depending on user/group and role.

• Processes

  • Visual Workflow Designer: A drag-and-drop interface for designing workflows.

  • Task Management: Ability to define and assign tasks within workflows.

  • Role-Based Access Control: Define roles and permissions for users within workflows.

  • Workflow Sequencing: Ability to define the order of tasks and transitions.

  • Conditional Logic: Ability to add conditional logic to workflows (e.g., if/then statements).

  • Parallel Processing: Support for parallel execution of tasks.

  • Workflow Versioning: Track changes to workflows and revert to previous versions.

  • Sub-workflows: Ability to create reusable sub-workflows.

  • Annotations and Documentation: Ability to add annotations and documentation to workflows.

  • Notifications & Alerts: Send notifications and alerts to users when tasks are assigned or due.

  • Webhooks: Trigger actions in other systems when workflow events occur.

  • Workflow Tracking: Track the progress of workflows in real-time.

  • Performance Metrics: Track key performance metrics (e.g., completion time, error rate).

  • Reporting & Analytics: Generate reports and dashboards to visualize workflow performance.

  • Access: Custom access depending on user/group and role.

• Chats/Messages

  • 1-on-1 Chat: Direct messaging between two users.

  • Group Chat: Messaging with multiple users in a shared conversation.

  • Message Composition: Rich text editor for composing messages (formatting, attachments, emojis).

  • Search Functionality: Ability to search messages by keyword, user, or date.

  • File Sharing: Ability to share files within chats.

  • Link Preview: Automatically generate previews for shared links.

  • Meeting Initiation: Ability to start audio/video meetings directly from a chat.

  • Audio-Only Meetings: Option to start meetings with just audio.

  • Video Meetings: High-quality video conferencing capabilities.

  • Screen Sharing: Ability to share your screen during meetings.

  • Security & Encryption: End-to-end encryption for secure messaging.

• Users

  • User Creation: Ability to create new user accounts.

  • User Profile: Ability to view and edit user profile information (name, email, job title, etc.).

  • User Roles: Assign users to different roles with varying permissions.

  • User Groups: Organize users into groups for easier management and permission assignment.

  • Password Management: Ability for users to reset their passwords.

  • Two-Factor Authentication (2FA): Enhanced security with 2FA.

  • Password Policies: Enforce strong password policies.

  • Session Management: Control user sessions and timeouts.

  • User Activity Logging: Track user activity for auditing and security purposes.

  • Custom User Fields: Ability to add custom fields to user profiles.

  • Role-Based Access Control (RBAC): Fine-grained control over user permissions.

  • User Search: Easily find users based on various criteria.

  • User Deletion/Archiving: Safely remove or archive user accounts.

• Groups

  • Group Creation: Ability to create new groups.

  • User Membership: Add and remove users from groups.

  • Bulk User Management: Add or remove multiple users from a group at once.

  • Group Deletion/Archiving: Safely remove or archive groups.

• Roles

  • Role Creation: Ability to create new roles.

  • Permission Assignment: Ability to assign granular permissions to roles.

  • Granular Permissions: Define permissions at a very detailed level (e.g., "read", "write:", "delete" on specific resources).

  • Resource-Based Permissions: Assign permissions based on specific resources (e.g., a user can only edit their own profile).

  • Action-Based Permissions: Control what actions users can perform (e.g., "create", "view", "update", "delete").

  • Role Search: Easily find roles based on name or description.

• Account

  • Plan Selection: Ability to change your account plan.

  • Invoice History: View all your invoices

  • Security Settings: Define how the authentication for your account should behave.

  • Files Settings: Define the max size of uploaded files.

  • Languages Settings: Define which languages should be available for users.

  • Subdomain: Set you custom subdomain.

  • API Keys: Generate API keys for access to your account.

  • Deletion: Delete your account with all associated data.