Checklists for Teams & SharePoint
Onboarding and offboarding, audits, project kick-offs or recurring reviews — as a clear checklist with your own templates, fields and tasks. Directly in Microsoft Teams and SharePoint, with table, card or board view.
Microsoft Teams
SharePoint Online
SharePoint On-PremisesFrom scattered to-do lists to a repeatable process
Onboarding and offboarding, audits, project kick-offs, recurring reviews — today often spread across Excel, email and what people happen to remember. SoftForge Checklists turns every process into a clear, traceable template: directly in Microsoft Teams and SharePoint.
Excel lists & email chains
Tasks spread across spreadsheets, emails and the heads of individual employees.
Nobody can see the status
Who has to do what, and by when? Without a central overview, it stays unclear.
Inconsistent processes
Everyone handles onboarding, offboarding, audits or reviews differently.
Forgotten steps
Important tasks get lost in day-to-day business — without anyone noticing.
No reporting
How many processes are open, overdue or completed? Nobody knows for sure.
Isolated solutions
Separate tools with no connection to Teams and SharePoint create new data silos.
Create a template
Define tasks, fields and order once — reusable for every process.
- Smart Paste for tasks
- Custom metadata fields
- Sequential or free order
Start a checklist
Create a new checklist from the template in seconds — including assignments.
- Table, cards or board
- Automatic assignment
- Due date
Work through tasks
Tick off, comment, nudge — one by one or by drag & drop on the board.
- Comments & nudges
- Drag & drop by status
- Mark as “not required”
Analyse & export
Keep an eye on progress in real time and export it for reporting or audits.
- Live stat tiles
- XLSX export
- Entirely in your own tenant
Checklists in action
This is how the new interface feels in everyday use — from creating a checklist to ticking off the first tasks.
Every feature in detail
From the overview and the detail view to the template wizard — use the navigation on the left to jump straight to the topic that interests you.
Everything in view
Checklists at a glance
Clickable stat tiles as filters and three views — whatever suits your team best.
- Stat tiles as filters
- All, Active, Overdue or Assigned to me — one click on a tile filters the list.
- Three views
- Table for the overview, cards with a progress ring, or a board grouped by progress.
- Configurable cards
- Decide per template which metadata fields appear on the cards.
Kanban under control
Progress as a board
Checklists automatically grouped by progress — ideal for the daily stand-up.
- Automatic columns
- Not started, in progress, overdue or almost done — no manual sorting required.
- Template colour & due date
- Every card shows the template, progress and due date at a glance.
- Always up to date
- Cards move to the right column automatically as soon as their status changes.
Three layouts
A detail view that works your way
Side panel, split view or full page — and tasks as a table, cards or Kanban with drag & drop.
- 3 layouts
- Side panel for a quick look, split view for working side by side, full page for the details.
- Drag & drop tasks
- Move tasks between statuses by drag & drop in the Kanban view.
- Sequential checklists
- Tasks unlock one after another — the next one only starts once the previous one is done.
In 4 steps
Template wizard with Smart Paste
Create templates including tasks and fields in minutes — even for a hundred tasks at once.
- Bulk tasks via Smart Paste
- Paste an entire list. Groups are created automatically with “:”, and “(optional)” marks tasks as not mandatory.
- Custom metadata fields
- Text, choice, date, person, yes/no, link or taxonomy — define once, reuse in several templates.
- Configurable card fields
- Specify which fields appear on the cards in the overview.
Personalisation per user
Everyone works the way that suits them best — the settings apply only to themselves.
- Accent colour
- Each person chooses their own accent colour for the app interface.
- Density
- Compact, normal or spacious — depending on preference and screen size.
- Preferred views
- Table, cards or board as a personal default view for lists and tasks.
Your data never leaves your tenant.
Checklists runs entirely within your Microsoft 365 environment — following your policies, in your SharePoint, and developed in Switzerland.
- Everything stays in your tenant
- No information leaves your Microsoft 365 tenant. All data stays entirely within your own environment.
- Your policies apply
- Checklists follows your tenant’s policies and compliance rules — no special exceptions, no shadow IT.
- Data in SharePoint
- Documents and content are stored in your SharePoint libraries — with the permissions you already manage.
- Completely Swiss Made
- Developed entirely in Switzerland — by SoftForge, your Swiss software partner.
Because all data stays in your tenant, your own governance, compliance and data protection requirements apply automatically.
FAQ
Frequently asked questions
- Which processes is SoftForge Checklists suited to?
- Checklists is suited to any recurring process with clear tasks: employee onboarding and offboarding in HR, audits and compliance reviews, project kick-offs, customer onboarding or real estate processes such as preparing heating and service charge statements. You define a template once — and start as many checklists from it as you like.
- Couldn’t I just do this in Planner?
- For individual tasks or a one-off project, Planner is a good choice. Checklists, on the other hand, is designed for recurring processes with a fixed structure: you define a template once — including tasks, order and custom metadata fields such as department or start date — and start as many checklists from it as you like, without setting everything up from scratch each time. On top of that come sequential tasks that unlock one after another, and native embedding in Teams and SharePoint with your existing permissions — neither of which Planner offers.
- What does “sequential checklist” mean?
- In a sequential checklist, tasks unlock one after another: the next task can only be started once the previous one has been completed (or marked as “not required”). This is ideal for processes with a fixed order, such as onboarding. Alternatively, tasks can also be worked through in any order.
- How quickly can I create a new checklist template?
- The template wizard guides you through details, metadata fields and tasks in four steps. Tasks can be pasted in as a block using Smart Paste — from Word, Excel or an email — with automatic grouping and detection of optional steps. You have a reusable template within minutes.
- What are custom metadata fields and what are they for?
- Metadata fields are freely definable pieces of information that a checklist captures in addition — such as department, start date, owner or a link. You define a field once (text, choice, date, person, yes/no, link or taxonomy) and reuse it in as many templates as you like.
- Does our data stay in our own Microsoft 365 environment?
- Yes. Checklists runs as an SPFx app entirely within your own tenant — on SharePoint Online or on-premises. No information leaves your environment, and your existing permissions and compliance policies apply automatically.
- Can everyone customise the view to their own taste?
- Yes. Each person can individually choose their accent colour, the display density and their preferred view for lists and tasks (table, cards or board). These settings are personal and do not affect other users.
Contact us
We look forward to learning about your requirements and presenting our solutions to you. Feel free to contact us to arrange a meeting.
- Address
- Spittel 5
3953 Leuk-Stadt - Phone
- +41 76 393 79 00
- info@softforge.ch