Checklist Setup

Setup Checklist for Salesforce - for a demo, installation or help pick a good time for you at https://quando.accorto.com

Checklist License Benefits
When creating simple Tasks from a Checklist, there is no need for the task user to have a license.  The non-licensed user has all the standard Salesforce t...
Mon, Mar 2, 2020 at 10:07 AM
Prerequisites
Please check the following prerequisites: Check the Checklist Editor Connected Apps settings For Lightning setup MyDomain (to access the components) ...
Mon, Jan 7, 2019 at 4:34 PM
Lightning Setup
The setup in Lightning is easy - just add the "Add Checklist" Component to the page where you want to use/create checklists (e.g. Account, Lead, O...
Mon, Sep 30, 2019 at 10:33 AM
Classic Setup
To setup Checklist for Salesforce in classic, you need to create a button and add the button to the Page Layout. As the first step, create the button fo...
Wed, Sep 5, 2018 at 1:01 PM
Checklist Setup
Maintain Checklists in the Checklist Tab. The main fields are: Name - the name of the checklist for selections Code - optional internal name, also us...
Sun, Jan 26, 2020 at 5:07 PM
Checklist Item Setup
A Checklist can have one or many Items. The items are the template to create the actual Tasks. The main Checklist Item fields: Name Code - optional f...
Wed, Aug 22, 2018 at 2:53 PM
Automate Tasks
Automatically create tasks via custom Triggers or Process Builder. Prerequisites: The checklist you usually want to use use the following settings: - ...
Mon, Jul 27, 2020 at 4:29 PM
Custom Fields
When you add custom fields to the Task object, you can copy values from Checklist or Checklist items and display the columns (in Classic Add Checklist). ...
Wed, Aug 22, 2018 at 2:43 PM
Sharing Tasks
In Salesforce, Tasks are assigned to an individual User. With that, by default tasks of a User are only visible to the assigned user and Administrators....
Tue, Feb 12, 2019 at 4:28 PM
Task Table
View and manage your tasks easily in the the Task Table. The Task Table is is displayed in the Task Management or Add Checklist component and also can be ad...
Fri, Mar 6, 2020 at 12:28 PM