Checklist for Salesforce

After adding a new or updating a Checklist Item, it will be automatically used for future "Add Checklist" instances.

You can also manually create tasks for the new item - or update open tasks.

Creating new Tasks

After creating the new Checklist Item, click on the "Tasks" action button:

All open Instances (Checklist Instances with open Tasks) are displayed.

You can select particular record Instances, or create a new Task for all open Instances.

Updating Tasks

After updating a Checklist Item (e.g. update comment or any other change), click on the "Tasks" action button:

 All open Tasks for that Checklist Item are displayed.

You can select particular Tasks or update all open Tasks.