Link to install Checklist for Salesforce in your organization:
Version 1.94
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t8W000003BPkZQAW
To install in a Sandbox, replace the "login" in the URL above with "test".
We suggest 'Install for Admins Only' as access is based on supplied permission sets.
To add users:
- Add the Permission Set "Checklist Admin" to users who create/add checklists and "Checklist User" for others
- > Setup > Users -- select User. -- in the Permission Set Assignments section, click Edit Assignments
- > Setup > Permission Sets -- select permission set -- click button Manage Assignments (for multiple users)
- Add the License
- > Setup > Installed Packages -- click Manage License for Checklist
Permission Set | User executes Tasks | User adds Checklist Tasks | User defines Checklists |
Checklist Administrator | Yes | Yes | Yes |
Checklist SuperUser | Yes | Yes | - |
Checklist User | Yes | - | - |
For a demo, installation, or help - pick a good time for you at https://checklist.pick4d.app
Check out the intro video.
Release Notes:
v.1.94 | improve, fix | - Inline Edit: only show for Checklist Tasks, fix inconsistencies - Checklist Item user-defined default for Date Offset Days - Hide any components if user has no access |
v1.84/6 | improve | - Checklist Sequence Editor (lwc) |
v1.83 | improve, fix | - Add Checklist: show previously created instance info - User: Checklist User - add license/permission - Recurring: Improve messages - Checklist Inline Edit clarify: set null to All - TaskManagement/Table/Timeline: Add instance link for History - Instance Delete: layout improvements - Instance Graph: layout/color improvements |
v1.80 | improve, fix | - Timeline: filter Subject option (details) - Timeline: render email fix - Email Message query Instability fix - Flow Apex checklist query fix |
v1.79 | fix | - Exclude Task columns from query - Minor fixes, version upgrades |
v1.78 | improve, fix | - Task Save: check the length of subject - Inline Edit: Assigned To fix - Timeline: fix the gray box if the comment is empty |
v1.76/8 | improve | - Copy to Task (copy fields from record to task) - Inline Edit: handle "all" |
v1.75 | improve, fix | - Instance Delete API: specify instance id instead of checklist name - Checklist Item Inline Edit: just Upload() fix - Account reference in Task (Timeline for Account contains Tasks for ALL objects referencing an account) |
v1.70/3 | improve, fix | - Inline Edit: upload files, lookup fields - Inline Edit: item only field list fix - Checklist Add Tasks - fix User volume lookup - Task Layout: show MicroTasks, Inline Edit, and attachment upload - Timeline: show recent record fix - TaskTable attributes: show Priority/Assigned column, Comment width |
v1.66/7 | improve | - Checklist Item Tasks: create tasks for new Items or update open Tasks: details - Flow API to delete instances or open tasks - Checklist Instance Graph |
v1.64 | improve, fix | - Task Kanban - flexible task query displayed in Kanban style - Show Task additional info in Timeline and Task Kanban only if there is a value |
v1.61/63 | improve | - Inline Editing of Task Fields and Related Record fields - Recurring: quarterly, annual, etc - details |
v1.55/58 | improve, fix | - Micro Task open/close/cancel status management - Micro Tasks for non-checklist tasks - Task Status check - Timeline: include only used record types - Checklist: only if record Name or Id matched addition |
v1.49 | improve | - Update Components (table, instances, timeline) when task status changes - Add Checklist component: update status fix |
v1.48 | fix | - Checklist latest instance fix + update Recurring flag - Send email to Contact/Lead/User id |
v1.46 | improve | - Activity Timeline component - Timeline send email option - Task status Canceled list |
v1.40/44 | Improve | - Task Management, Checklist Instances, Add Checklist components in Experience fix - Recurring Checklist details - Cancel Task Status - Copy custom fields from Checklist/Item to Activity/Task ignoring namespace |
v1.39 | fix | - Task Management, Checklist Instances, Add Checklist components in Experience fix |
v1.38 | Improve | - Validate custom object name(s) |
v1.37 | fix | - Add Checklist selection fix - Discontinue Activity.ClosedBy__c to enable users to add a User lookup |
v1.34 | Improve | - Use CurrentUser as Dynamically Assigned User in Checklist Item - Queue: use name or developer name - Process builder automation: add checklist directly |
v1.33 | Fix, Prepare | - Dynamic User Reference - object reference (__r) fix - Discontinue Activity.ClosedBy User reference |
v1.32 | Enhancements, Fix | - Checklist Only if Valid: resolve RecordType - enter just RecordType='MyType' - Add Checklist: exact Only for Object match fix |
v1.31 | Fixes | - Update Target Date trigger fix |
v1.29 | Enhancements | - Start Flows when Task started or completed - Instance list: show target date if used - Updating Instance Target Date updates Tasks - Update Instance Target Date from source record via Flow - Hide components if no license |
v1.28 | Fixes | - Help Links - Initial Task Table status (due) fix - Task Table Status update fix |
v1.27 | Enhancements | - Checklist Instances - query by checklist - Add Checklist: de-select downstream tasks |
v1.26 | Enhancements, Fixes | - Target Date calculation + overwrite fix - Target Date change - update Instance and Tasks - Add Checklist component: height of Task Table user-defined - Checklist Item: required (user can't not create the task) - Checklist Instances: show checklist name |
v1.25 | Fixes | Access Management/Security |
v1.22 | Enhancements | - Flexible Task Table (add columns, change sequence) (details) - Assign Tasks to Queues (details) - Differentiate Due and Open Task Status (details) - Future Target Date (calculate Due Date backwards) (details) - Related Object Name - Checklist Instances fixed cache issues |
v1.21 | Enhancements | Delete Checklist Instance with (open) Tasks Show only open Tasks in Add Checklist Hide Instances without tasks |
v1.20 | Enhancements, Fixes | Initial Due Date fix Task Sequence sort by Status Instance Related Link Checklist Instances Component (details) Account reference for Checklist instances |
v1.19 | Enhancements, Fixes | Checklist Instances (details) Show only Checklist Items (Open Tasks, ..) |
v1.17 | Enhancements, Fixes | Queue Owner handling fix; Specify Task Type, Priority; Checklist on Event; Checklist Editor (edit/add/delete items) |
v1.16 | Enhancements, Fixes | Use of Custom Task Status options; Improved error handling; Queue Owner handling; |
v1.15 | Minor | Layout improvements, Permissions fix |
v1.14 | Enhancements | Micro Tasks details; Support for Task Record Types; Task Actual Start Date/Time |
v1.13 | Enhancements | Manual Only checklists (vs Process); Enhanced Workflow sequence scenarios; Item Editor improvements; DeActivate Items removes references |
v1.12 | Enhancements | Optional restrict that Tasks from a Checklist are created just once per record (i.e. preventing to create tasks multiple times for a record); Automatically apply first or all matching checklists (e.g. via Process Builder) details; Lightning layout improvements; Task Management Lightning Component details; Custom Task Field display and copy value details |
v1.11 | Enhancements | Quick Complete/UnComplete Tasks; Track Task Complete Date and By; Open Task query options |
v1.10 | Enhancements | Open Tasks performance |
v1.9 | Enhancements | Open Tasks volume fix; Checklist Task Report. |
v1.8 | New Features | Checklist for Leads; UI enhancements. |
v1.7 | New Features | Checklist Sequence Editor, Day Offset using business days, Clone Checklist with items |
v1.6 | Bug fix | Ensure CRUD and FLS when called via Apex directly |
v1.5 | New Feature | Checklist Item Sequencing - Prerequisite/Dependent |