Link to install Checklist for Salesforce in your organization:

Version 1.32

To install in a Sandbox, replace the "login" in the URL above with "test".

You can Install for Admins Only or choose the other options.

To add users:

- Add the Permission Set "Checklist Admin" to users who create/add checklists and "Checklist User" for others

  - _> Setup > Users -- select User. -- in the Permission Set Assignments section click Edit Assignments  

  - _> Setup > Permission Sets  -- select permission set -- click button Manage Assignments (for multiple users)

- Add the License

  - _> Setup > Installed Packages -- click Manage License for Checklist

For a demo, installation, or help - pick a good time for you at 

Check out the intro video

Release Notes:

v1.32Enhancements, Fix

- Checklist Only if Valid: resolve RecordType - enter just RecordType='MyType' 

- Add Checklist: exact Only for Object match fix

v1.31Fixes- Update Target Date trigger fix

- Start Flows when Task started or completed

- Instance list: show target date if used

- Updating Instance Target Date updates Tasks

- Update Instance Target Date from source record via Flow

- Hide components if no license


- Help Links

- Initial Task Table status (due) fix

- Task Table Status update fix


- Checklist Instances - query by checklist

- Add Checklist: de-select downstream tasks

v1.26Enhancements, Fixes

- Target Date calculation + overwrite fix

- Target Date change - update Instance and Tasks

- Add Checklist component: height of Task Table user-defined

- Checklist Item: required (user can't not create the task)

- Checklist Instances: show checklist name

v1.25FixesAccess Management/Security

- Flexible Task Table (add columns, change sequence) (details)

- Assign Tasks to Queues (details)

- Differentiate Due and Open Task Status (details)

- Future Target Date (calculate Due Date backwards) (details)

- Related Object Name

- Checklist Instances fixed cache issues


Delete Checklist Instance with (open) Tasks

Show only open Tasks in Add Checklist

Hide Instances without tasks

v1.20Enhancements, Fixes

Initial Due Date fix

Task Sequence sort by Status

Instance Related Link

Checklist Instances Component (details)

Account reference for Checklist instances

v1.19Enhancements, FixesChecklist Instances (details)
Show only Checklist Items (Open Tasks, ..)
v1.17Enhancements, Fixes

Queue Owner handling fix; 

Specify Task Type, Priority; 

Checklist on Event; 

Checklist Editor (edit/add/delete items)

v1.16Enhancements, FixesUse of Custom Task Status options;
Improved error handling;
Queue Owner handling;
v1.15MinorLayout improvements, Permissions fix
v1.14EnhancementsMicro Tasks details;
Support for Task Record Types;
Task Actual Start Date/Time
v1.13EnhancementsManual Only checklists (vs Process);
Enhanced Workflow sequence scenarios;
Item Editor improvements;
DeActivate Items removes references
Optional restrict that Tasks from a Checklist are created just once per record (i.e. preventing to create tasks multiple times for a record);
Automatically apply first or all matching checklists (e.g. via Process Builder) details;
Lightning layout improvements;
Task Management Lightning Component details;
Custom Task Field display and copy value details
Quick Complete/UnComplete Tasks;
Track Task Complete Date and By;
Open Task query options
Open Tasks performance
Open Tasks volume fix; Checklist Task Report.
New Features
Checklist for Leads; UI enhancements.
New Features
Checklist Sequence Editor, Day Offset using business days, Clone Checklist with items
Bug fix
Ensure CRUD and FLS when called via Apex directly
New Feature
Checklist Item Sequencing - Prerequisite/Dependent