Checklist Setup

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

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
Checklist Tasks for Queues
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...
Fri, Mar 6, 2020 at 10:05 PM
Due Tasks
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...
Sat, Mar 7, 2020 at 8:51 PM
Future Target Date
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) ...
Fri, Sep 16, 2022 at 11:09 PM
Checklist Structure
The main entities and their relationships: - Checklists have (multiple) Checklist Items - Checklist Items are the template for a Salesforce Task - Whe...
Thu, Apr 23, 2020 at 2:41 PM
Editor access authorization
When accessing the Checklist Editor, you may get the error message: "app.checklist4sf.app doesn’t authorize the connection" or similar with an inv...
Tue, Oct 6, 2020 at 10:21 PM
Recurring Checklist Tasks
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...
Fri, Aug 26, 2022 at 11:18 AM
Inline Editing
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...
Thu, Nov 17, 2022 at 2:55 PM