Checklists create Tasks in Salesforce and you can use all the Task Management and Reporting facilities in Salesforce.
In addition to the Open Tasks Tab, you can manage tasks
- in the Add Checklist Lightning Component (when Show Task Details is selected)
- Task Management Lightning Component
Add Checklist Component Details
In the Lightning App Builder, add the Add Checklist component to the Page and select Show Task Details
In the Add Checklist component, you will see all tasks for that record:
By default, the Tasks are sorted by Open Status, Due Date and Subject.
You can sort the tasks by clicking on the column header (all but Comment). When clicking on the header of the column again, it is sorted descending.
The information might be truncated - hover over the cell to view the full text - or click on the Task Subject to view/edit all of the Task details.
You can also complete the task directly with a single click:
For closed Tasks, click on the Check icon to set the status back to "Not Started".
Task Management
The Task Management Lightning Components, which can be added to any Page (Home, etc.).
If added to a record page (e.g. Account), it shows only the tasks for that record.
In the Lightning App Builder (Setup > Edit Page), add the Task Management component:
You can restrict the maximum Table Height in the parameters. If the content ls longer, you can scroll the table. If you want to see all data, enter "100%" as as the Table Height.
When adding the component to a small region, you will see the columns
- Task Subject, Due Date, Assigned To, Status, Comment
when adding it to a larger region, the additional columns are
- Priority, Related To (link)
when de-selection Only Open, the additional columns are
- Closed Date, Closed By
Initially, you will see
- Own Tasks (vs. for all users permitted you have access)
- Open Tasks (vs open and closed)
- Only Checklist Tasks (vs. all Tasks created manually, etc.)
and change that selection via the checkboxes.
By default, the Tasks are sorted by Open Status, Due Date and Subject.
You can sort the tasks by clicking on the column header (all but Comment). When clicking on the header of the column again, it is sorted descending.
The information might be truncated - hover over the cell to view the full text - or click on the Task Subject to view/edit all of the Task details.
You can also complete the task directly with a single click:
For closed Tasks, click on the Check icon to set the status back to "Not Started".
The Task Table Lighting Component provides restricted functionality predefining the query to include Only Own, Only Open, Only Checklist and also restrict the height.