Checkbox Features

Checkbox has been able to transform an administratively burdensome process to an efficient process managed entirely within the platform. The workflow process is able to seek approvals from different stakeholder groups depending on the options selected and complex bespoke documents can also be generated at the end of the process. The team at Checkbox worked with the project team to identify key pain...

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Platform has been great so far and currently working with the Checkbox team to improve their dashboard capabilities.

Checkbox provides a platform on which you can create your own automation solutions, so it lets you build whatever you want. Once you've done some initial training, key functionality is very simple to use and intuitive - the platform is also constantly improving. After deployment of solutions, Checkbox also provides analytics to help you understand how well that solution is working.

Some of the more advanced functionalities are not currently well explained and really require someone from Checkbox to explain them to you - however the Checkbox team are constantly improving their support pages and in-platform tips. Finding and fixing errors in your solutions can also be time consuming and the Checkbox team have been proactive in launching things to assist with this.

It provides complete automation solutions for the organizations. This tool helps you to manage your workflow and makes it easier for you to get quality output.

Not facing any major problem with this tool but it will be great if they work on it to make it more flexible.

I've been using Checkbox for many years in various legal contexts. The customer support team (and even the [SENSITIVE CONTENT]!) have always been fantastic to work with and very responsive. The product itself has come a long way over the years. It can serve simple use cases without much training needed, but it also has the power to serve more complex workflows.

Apps built on Checkbox tend to have a similar look and feel, as there is relatively limited design customisation available other than changing font styles. This usually won't be a major problem, but manage your expectations accordingly.

Easily manage multiple projects with task management. You can also check progress report your multiple projects.

Want some more advance functionality amd features to manage more projects.

Checkbox is easy to use and integrates with existing systems to automatically generate standard form contracts that reduces the time spent on reviewing and drafting for an in-house legal team.

As with all new apps, there are bugs that arise from time to time, but the team at Checkbox are amazing, and understand the importance of fixing these bugs quickly given their impact on the business.

Ease of use, results that means my team is way more productive and focused on more value-added projects. They are happier and the company is happier.

Nothing is missing, its great. It does need some tweaking from time to time but nothing major

My favorite thing about Checkbox program is the versatility of the product and how you can make so many different forms and solutions to business needs! In addition, it's super fun to use and the app studio has a very good interface. The customer service team is also super helpful because they offer advice on any questions about the product and alternatives if a solution could not be found.

The only real downside is that the product has very minimal customization options for forms so it's a little hard to be creative with the (front end) design of the forms. In addition, some of the more helpful tools are a little difficult to learn/use; however the customer support team is always there to help!

Easy to build a workflow and process automation. Drag-drop blocks and connect them to chart out a workflow/process chart in minutes. Able to set conditions on flow paths and form inputs. Allows document templating on Words.

Would be good to have more UX features. The lines connecting the blocks tend to get messy and hard to differentiate when you have multiple different flow paths, difficult to locate the correct path.

Easy to use. We can put it in the hands of citizen developers easily, and the developers even like it because it is powerful and extensible. The releases always have something interesting in them so they are clearly improving it rapidly. We can code up a decision tree and document automation app in hours vs days or weeks with other platforms in this space.

No cons. There isn't a use case that we have had a challenge with. Three years ago there were a few features missing because it was still quite new, but that is rectified now and improving beyond our requirements every month.

Checkbox is really intuitive and super easy to set up. We are using the tool for contract automation within HR and it has cut our contract generation time in half, leaving the team with capacity to focus on other daily activities and projects. The checkbox team are knowledgeable, responsive and committed to delivering a quality output for their customers.

i am not a day to day user of the tool, however my team have not had any bad experiences or noted any change that would make to the platform. it's fit for purpose!

This is a great piece of technology. There are so many fantastic use cases which assist to addresses challenges for both the business and its clients. From unpacking complex regulatory questions to assessments and quick compilations of commonly used documents. It is easy to use to deploy apps and the support is great.

Would be good to have integration with other key systems like document management and / or practice management.

Checkbox has an excellent UI/UX that allows for various functional apps to be produced, tested and implemented quickly. It has a lot of additional features from automated emails to allowing incorporated Javascript that provides a flexible set of options when producing your apps. Very responsive support team also helps greatly.

Checkbox users, while not needing to know any coding, do need some time to grasp some of the logic and syntax involved and this has discouraged some users, but otherwise the product is very user friendly to many skillsets.

1. User Friendly - easy for anyone to learn in your business to build a basic app (note: can also build complex apps but requires more support/training). 2. Flexible - the platform is so flexible that it can be used across different industries. We use it in Human Resources in a large HR function - there are so many opportunities just within HR to simplify and automate processes using Checkbox. 3. Support from Checkbox - the team are extremely helpful and responsive. They are always looking at the best way to build our apps.

It is a very unique tool so is sometimes hard to sell across the business. I think there is an opportunity for Checkbox to provide real life use cases of what it can do across different industries (not just legal or insurance focussed).

Checkbox's no code software is easy to use in the backend and it creates a clean, user-friendly app for client deployment. I also like how easy it is to add links to external content.

There are some advanced features I have not used because I haven't invested the time to be trained how to use them.

- All must have features including support to draft templates in Word, eSigning. - Powerful workflow - Support - Constant improvements in their development - User engagement

- Depending on the complexity of your workflow, could get too sophisticated for the everyday person - User management - could be improved to off-board, group and categorise

Checkbox is so simple to use! I love the drag and drop functionality. We have been able to use Checkbox to automate a lot of processes and the teams we work with can't believe how quick it is to build. The checkbox team have also provided fantastic support.

We would like reporting to be automated as we have a number of apps

Ease of use (drag and drop) and continual improvement of software in alignment with our needs

Only feature that requires improvement is the exporting of data, and visualisation.

Easy to jump in and starting designing a workflow with drag-and-drop Plenty of guidance provided through the Checkbox support wiki Amazing team who are always helpful The Checkbox Certification program is a good self-serve training resource

Formatting options, while present, are not consistently available across the different elements or blocks.

The software is really easy to use and has really good functionality. It has really opened up our businesses eyes to the things they can automate.

There are a couple of dashboard fields that could be improved, however, I believe these changes are already coming in the pipeline of updates to the dashboards.

Easy to train and use. Meets the no coding mandate.

Could have more ready to go templates fir legal workflow but this will improve over time.

Easy to use. easy to manage, great support from team

lack of customized reports . It will be more useful if we have more reporting function and auto trigger reporting

Ability to set up processes and workflows; rank, list, and score items; send automated emails, do logic jumps; and set dependent / conditional fields for forms, surveys, and other elements to gather data

Unable to put in different languages at the moment; not able to put in pictures and other visuals; not as easy at the moment to integrate to some APIs

The platform is easy to use. The best thing about Checkbox is their customer support. They always answer all my questions in easy for me to understand language.

Navigating the dashboard can get a bit confusing, especially because I (as admin) don't use it every week.