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Checklist/Checklist Templates

The Arrow Checklist component is a way to quickly organize and add a list of tasks or objectives to any standard or custom object in Salesforce. Out of the box Checklists are configured on the Task Assignment object. For more information about adding Checklists to another object, see Checklist Setup in the User Guide

Features

  • Ability to quickly add Checklist Items for a specific object
  • Drag/Drop functionality for re-ordering Checklist Items
  • Ability to save a checklist collection as a template to be able to apply to other records
  • Ability to use other checklist collections as templates
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