Checklist items are templates for Salesforce Tasks. If you have many small tasks for a single person, this can be inefficient.
Each item of a Checklist converts to a Salesforce Task when a checklist is added to a record; Each Task allocates about 2k of your Salesforce Storage.
| Task | Micro Task | |
|---|---|---|
| Typical use | Longer Tasks | Short items to do |
| Assigned To | different users | single user |
| Status tracking | individual status (manually) | same status for all micro tasks (automatically) |
| Track Start/End date | exact start and completed date | same |
Setup
With Micro tasks, you can now create tasks within a Salesforce task.
In the Comment, just add a checkbox placeholder: [ ] before the Micro Task:
or directly in the Salesforce Task:
Use
In the Task Manager, you can just click in the checkbox for the Micro-Task.
... or in the Add Checklist component of any record:
You can also manually complete the micro-task by editing the comment and change the [ ] to [x].
When all micro-tasks are completed, the Task is marked as completed too.
For reporting, you can report the Task fields
- Micro-Task Count (= total number)
- Micro-Tasks Open
- Micro-Tasks Closed
(see yellow arrow in the Task screenshot above)