Below, we summarize the Checklist for Salesforce functionality:
| Functionality | Others | Checklist for Salesforce |
|---|---|---|
| Create Template for Tasks | yes | yes |
| Checklist only for certain Object, e.g., Account | yes | yes |
| Checklist only for certain Object Status, e.g., "warm' Account | ? | yes |
| Assign Task to specific User | fixed | yes, change when creating Tasks |
| Assign Task to User calculated | no | yes |
| Assign Task to Queues | ? | yes |
| Create Tasks from Checklists automatically | yes | yes |
| Micro-Tasks (tasks in tasks) | no | yes |
| Task Dependencies (Task start depends on completion of other tasks) | no | yes |
| Delete (remaining) Tasks if no longer relevant | no | yes |
| Interactive Task/Status Reporting | no | yes |
| Required and Optional Tasks | no | yes, when adding manually |
| Create a Task only when conditions are met | no | yes |
| Target Date (calculation of Activity date backwards from a future date, e.g., Close Date) | no | yes |
| Inline Edit (update referenced object directly, upload attachments) | no | yes |
| Timeline with Micro-Tasks, Inline Edit, and file upload | no | yes |
| Timeline for an account includes Tasks for any object referencing the account (full 360) e.g., Case, Custom Objects, ... | no | yes |
| Task Kanban with dynamic query, Micro-Tasks, Inline Edit, and file upload | no | yes |