Use Checklist in Lightning

After the component has been added to the Page Layout, just select the checklist you want to add

Use Checklist4Sf in Lightning
Select one or more of the Checklists, which are applicable to the record. The more specific Checklists are at the top, the general ones at the bottom.

After selecting a checklist, a popup window opens. Select the items you want to add as Tasks:

Select, Review and Update Task Information before saving
Select, Review and Update Task information before saving.

View the tasks for the record:

Review current tasks and status
Click on the Tasks button and review current tasks and status.
View Tasks in Activity Timeline and summary status
View Tasks in Activity Timeline and summary status.

In addition to adding Tasks manually, you can also add Tasks automatically based on criteria.

Licenses

Users who create checklists need a license. Your Task users need a license, if you use the workflow feature (task prerequisites or dependents). To minimize admin overhead, site licenses are available.


Setup in Lightning

In the Top Header click on the Setup button and select "Edit Page"

Lightning Setup - Edit Page
Lightning Setup - Edit Page

In the Lightning App Builder, just drag the CheckListAdd component to the area you want to add it to:

Drag the CheckListAdd component to the page.
Drag the CheckListAdd component to the page.

If you do NOT see the component, make sure that you have MyDomain enabled.

If you have not MyDonain enabled, you can still follow the Classic Setup and add the Button as a Lightning Action in the Page Setup.


Use in Classic UI

To use Checklist for Salesforce, and after the button was added to the Page Layout (see setup),
just click it:

Add checklists for a record
Add checklists for a record

This opens the Add Checklist popup - the current Tasks and their status are displayed:

View current Tasks and add select Checklist to add.
View current Tasks and add select Checklist to add.

After selecting a checklist, select the items you want to add as Tasks:

View current Tasks and add select Checklist to add.
Select, Review and Update Task information before saving.

The Open Activities Related List shows the newly created Tasks.

In addition to adding Tasks manually, you can also add Tasks automatically based on criteria.

Licenses

Users who create checklists need a license. Your Task users need a license, if you use the workflow feature (task prerequisites or dependents). To minimize admin overhead, site licenses are available.


Setup in Classic UI

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 for the object. We already created buttons for Account, Contact, Lead, Case and Opportunity, which you could use as an example:

Add Button to any Object
Add Button to any Object
  • For the Display Type, select either Detail Page Link or Detail Page Button
  • For the Behavior, select "Display in new window"
  • For the Content Source, select "URL"
  • For the URL add:
    {!URLFOR("/apex/acheck__AddCheckList", null, [id=XXX.Id])}
    where you replace XXX with the Object Name, e.g. Account, myObject__c

Then, add the button to the Page Layout:

Add buttons for Classic and Lightning
Add the button to the Layout
  • for the Classic UI from Buttons to the Custom buttons area (green)
  • for the Lightning UI from the Mobile and Lightning Actions to its area (yellow)

Create Checklist

Go to the Checklists Tab and add new:

  • Enter a name and optional description
  • The code is optional and is used for sorting

Restrictions

If no restriction is entered, the checklist can be used in any object/record. Usually, checklists are specific to specific objects or records with specific conditions.

Only for Object

You can restrict availability of the checklist to particular Objects. Just enter one or more object names here.
The name needs to be the fully qualified API object name; Examples: Account, MyObject__c, accorto__Project__c

Only if Valid

If you restricted the checklist to a single object (e.g. Account), you can specify which condition must be fulfilled. Define it like in a SOQL where clause. Rating = 'Warm'

This allows to have global checklists for any object and very specific ones


Create Checklist Item

A checklist item is the template for the creation of the actual Tasks.

  • Enter the name and the (task) subject
  • Optionally enter the code for sorting if the items
  • Optionally enter a (task) comment

In the Subject and comment, you can use variables, e.g. Check Install for {!Name} at {!theLocation__c} would add the Name and the location of the the record to the task information. You can use any field reference of the record.

If a checklist Item should not be used anymore, just delete it or deselect the Active flag.
You can reorder the display in the Add dialog by using the Item Code.

Optional Task Defaults

Assigned To

By default the task is assigned to the owner of the record. You can overwrite this with a specific Assigned User or dynamically assign a user. Examples: MyUser__c   accorto__Resource__r.accorto__User__c

Due Date

Enter an offset in days from the date the checklist was added to the record. If it is a dependent task, it is days after the previous task was completed.

Task Sequence

Create workflow dependencies.

Prerequisite

For a given task, you can select a Prerequisite task, which needs to be completed  before  this task can start.

Dependent

For a given Task, you can select a Dependent task, which is started  after  this task is completed.

Dependents All Complete

When selected ALL tasks where this task is used as a Dependent must be completed. Otherwise, ANY - i.e. if the first Task where this task is a dependent is completed, this task starts.

Checklist Item Prerequisite and Dependent
Checklist Item Prerequisite and Dependent