Checklist Setup

Setup Checklist for Salesforce - for a demo, installation or help pick a good time for you at

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) ...
Mon, May 4, 2020 at 10:52 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: " 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, May 6, 2022 at 12:02 PM