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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...

Instead of assigning Tasks to individual users, you can assign Checklist Tasks to queues.  The queues are are available in the Assigned To selection when cr...

We categorize the Task Status to show Due tasks (executable immediately and not dependent on others - i.e. waiting) - and Open tasks (not completed) T...

By default, the Task Due Date is based on the current date. So if the value is 2, the due date is two (working) days after the Tasks prerequisites (if any) ...

The main entities and their relationships: - Checklists have (multiple) Checklist Items - Checklist Items are the template for a Salesforce Task - Whe...

When accessing the Checklist Editor, you may get the error message: "app.checklist4sf.app doesn’t authorize the connection" or similar with an inv...

You can Add new Checklist Tasks on a schedule, e.g. every day, specific weekdays, and specific days in a month. In contrast to the Recurring functionali...

Tasks can link to records, but you would have to go to the record or task to update information. The Task Management and Timeline not just show Micro-Tasks...

You can start an auto-launched flow when a Task is started or completed. In the Checklist Item, populate the flow name in Flow Name Completed Flow Name ...