Best automated checklist software [2020 Guide]

Ivan Jenic
by Ivan Jenic
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automated checklist software

Are you finding it difficult to manage your team’s checklists? The ultimate solution is to automate your checklists. By doing this, you are able to save time, cost and efforts. This post by Windows Report brings you the best available automated checklist software in the market.

In a conventional business setup, employers (and employees) spend quality time preparing multiple checklists (of tasks, personnel and clients) on a daily basis. This significantly affects productivity and impedes business growth.

However, with the adoption of a durable automated checklist software, you can easily automate your checklists and workflow.

While there are several automated checklist software (both durable and the less durable ones) in the market, this post has shortlisted some of best automated checklist software for you, on the bases of durability, flexibility, affordability and of course, user-friendliness. Read on!


Automated checklist software to boost your team’s productivity

VirtoSoftware (recommended)

virtosoftware automated checklist softwareVirtoSoftware is arguably the leading automated checklist software in the market. It is an on-premise suite of tools, specially designed for SharePoint (a prominent collaborative software).

In addition, VirtoSoftware, which is often referred to as Virto SharePoint, hosts a set of SharePoint web parts, which, altogether, ensure your checklists and workflow are conveniently streamlined and automated.

VirtoSoftware’s core features (SharePoint web parts) include: Workflow Activities Kit, Forms Designer, Task/Event Calendar, Kanban Board and Gantt Chartt View and more.

While all the above highlighted features are essential to checklist automation process, “workflow activities kit” and “forms designer” take the forefront.

The activities kit is the designated feature (web part) that streamlines and automate all essential tasks, while Forms designer is the tool for creating digitized forms, list of tasks, items, events and so on.

VirtoSoftware is a hub of multi-functional suites, and each suite has its specific pricing package. Nevertheless, you can purchase the whole package, to get an optimized checklists/workflow automation experience.

The pricing packages of VirtoSoftware include:

  • All-in-One Package: $4308
  • Workflow Suite: $2890
  • Content Management Suite: $2595
  • Collaboration Suite: $3295
  • Administration Suite: 2595

You can purchase one or a combination of the above-outlined suites. However, it is more cost-effective to purchase the all-in-one package.

Process Street

process street automated checklist softwareProcess Street is one of the most used automated checklist software in the market. It is specially known for its intuitive interface, which makes it ideal for anyone with basic tech know-how.

Process Street allows you to capture every relevant data with little or no hassle. From registering new employee(s) to scheduling tasks to setting up new clients, Process Street manages and keeps track of everything.

Some of the key features of Process Street include: User-friendly Dashboard, Forms, Templates, Checklists, Conditional Logic, Groups, Activity Feed, Media, Customer Support (Live Chat, Email and Phone) and more.

The above outlined features not only facilitate checklist creation and management, but also manages (and monitors) the entire workflow of an organization. In fact. there are dedicated features that allow you to keep track of your team’s progress, on a real-time, daily, weekly or monthly bases.

Furthermore, Process Street, as an office utility tool, is flexibly built to integrate seamlessly with a host of other essential office (collaborative and utility) tools like Dropbox, Gmail, Salesforce CRM and over 1000 more.

The Zapier integration function enables you to run all work processes on a unified platform, thereby reducing cost and saving time. The end result is increased efficiency and productivity.

Lastly, Process Street, like most durable automated checklist software, is not free. It, however, offers a two weeks free trial version to new users, after which they are to subscribe to a paid plan. Available subscription plans include:

  • Business: $12.50 per User per Month
  • Business Pro: $25 per User per Month
  • Enterprise: Custom pricing plan

Download Process Street


teamworkiq automated checklist softwareTeamworkIQ is another top-rated automated checklist software. This software is fairly easy to use; designed with the flexibility of managing checklists and workflow with only few taps, directly from the comforts of your computer or smartphone/tablet.

TeamworkIQ, as the name implies, is specially built to enhance collaboration among team members, and one of its major functions entails checklists streamlining and automation. The software takes control of your to-do list, and ensure every task, date/deadline, progress and so on are adequately logged and monitored.

Some of the “smart” features of TeamworkIQ automated checklist software include: Reusable Checklists, Step by Step and Approval Workflows, Recurring Processes, Templates Library, Links, Forms, Photo & File attachments, Conditional Logic, Process Documentation and Instructions with Rich Text, Images and Videos, Open API, 24/7 Customer Support and more. Also, TeamworkIQ hosts an open API design that facilitates its integration with Zapier and other notable office/utility apps.

TeamworkIQ offers three subscription plans:

  • Team Essentials – starting at $8.50/user/mo.
  • Business Pro – starting at $15.50/user/mo.
  • Enterprise – custom priced to the scope of your needs

You can send an email to TeamworkIQ sales team to get a suitable quote for your enterprise business.

Sign up on TeamworkIQ


manifestly automated checklist softwareManifestly is a leading automated checklist software, with thousands of users across the globe. It is equipped with best-in-class tools, which enable you to create tasks/procedures, distribute/assign tasks, streamline and automate workflow, meet deadlines and ultimately improve productivity.

Some key features of Manifestly include: Checklists (unlimited), Slack Integrations, Activity Log, Folders & Tags, Zapier Integrations, Template Editor, Audit trail, Priority Email Support. Live Chat, Mobile apps, File Upload and more.

The above outlined features facilitate the creation of task schedules and workflow automation, thereby ensuring you attain optimum efficiency at work.

Also, Manifestly’s Zapier and Slack integration functions enable you to integrate the software with relevant office apps like GitHub, SalesForce CRM, Zendesk and more.

Manifestly offers 30-day free trial to new users. And after the expiration of the trial period, users can subscribe to one of the four basic pricing packages on offer.

The basic pricing packages include:

  • Team: $25 per Month (up to 5 members)
  • Business: $60 per Month (up to 15 members)
  • Enterprise: $140 per Month (up to 40 members)
  • Custom: By quote (over 40 members).

Download Manifestly


trello automated checklist softwareLast but not least on our list is Trello! Trello is originally designed as a collaborative/project management tool that enable you to gain control over your team’s workflow. One of the core functions of Trello, however, is checklists automation.

The platform’s API design enables it to integrate with other major office apps, including Dropbox, GoogleDrive, Process Street and the likes. Its versatile set of features allow you to schedule tasks, assign deadlines and monitor progress.

Furthermore, Trello is flexibly built to support both mobile and desktop devices. In fact, there are dedicated apps for Android, iOS, and Windows devices.

Some of the key features of Trello include: Checklists (To-Do list), Personal Boards, Team Boards, Cards, Power-Ups, Custom Background & Stickers and more.

Trello offers freemium pricing plans to its users. The “Free plan” is designed for small teams, albeit with limited features, while the premium plan is designed for medium and large businesses, and it is of two categories – Business Class and Enterprise.

Trello’s Business Class is offered at the rate of $12.50/User/Month, while the Enterprise plan is available at the rate of $20.83/User/Month (or an outright annual payment of $25,000).

Download Trello


Checklists are essential to the daily workflow of every business, as they are required to create work schedules, on-board new employees and/or register new clients. Managing these recurring checklists could be time consuming and at times, very expensive. Hence, automation of such checklists become essential.

This article has outlined five of the best automated checklist software to choose from, to facilitate checklists (and workflow) streamlining and automation, toward enhancing productivity.


Editor’s Note: This post was originally published in January 2019 and has been since updated for freshness, and accuracy.