Checklist items are templates for Salesforce Tasks. If you have many small tasks for a single person, this can be inefficient.
Each item of a Checklist converts to a Salesforce Task when a checklist is added to a record; Each Task allocates about 2k of your Salesforce Storage.
|Typical use||Longer Tasks||Short items to do|
|Assigned To||different users||single user|
|Status tracking||individual status (manually)||same status for all micro tasks (automatically)|
|Track Start/End date||exact start and completed date||same |
With Micro tasks, you can now create tasks within a Salesforce task.
In the Comment, just add a checkbox placeholder: [ ] before the Micro Task:
or directly in the Salesforce Task:
In the Task Manager, you can just click in the checkbox for the Micro-Task.
... or in the Add Checklist component of any record:
You can also manually complete the micro-task by editing the comment and change the [ ] to [x].
When all micro-tasks are completed, the Task is marked as completed too.
For reporting, you can report the Task fields
- Micro-Task Count (= total number)
- Micro-Tasks Open
- Micro-Tasks Closed
(see yellow arrow in the Task screenshot above)