Checklist 4Sf Demo
Short demonstration of the application functionality.
For a custom demo,
Overview of the checklist apps - use - setup - manage
Add Checklist to record
Add Checklist to an Opportunity (create tasks)
As an alternative to creating individual Salesforce tasks, you can create micro tasks within a tasks. This is especially useful for small guidance steps without the overhead of a 'full' task.
Create a Checklist
Create a checklist and checklist items
Add Checklist to Record Pages
Add the Add Checklist component to a Record Page. It is only visible to users with a license.
Add the Task Management component to the Home Page. It is only visible to users with a license.