Admin Guide - Add Custom Fields to Checklist Items

Last Modified On: May 12, 2025

The Checklist feature in Inspire Planner lets you break down a Project Task into smaller, actionable items—similar to a to-do list. These checklist items help ensure that all necessary steps are completed before a task is marked as done.

When creating a checklist item, you can indicate whether it’s required. If an item is marked as required, it must be checked off before the task status can be set to “Complete.” This helps maintain consistency, reduce missed steps, and improve accountability across your project tasks.

Inspire Planner also allows you to create custom fields for Checklist Items and display them as columns in the Checklist Item dialogue window. This makes it easy to capture, view, and update relevant information for each checklist item.

This help article will walk you through how to create custom fields and add them to the Checklist Item dialogue window.

Please Note: 

You must be a Salesforce System Administrator to be able to perform the steps outlined below as it requires access to Salesforce Setup.

Create Custom Fields

This section walks you through how to create custom fields in the Checklist Item object.

1. Click on the Gear Icon at the top right corner and go to Setup.
   
   
    
2. Go to Object Manager.
   
   
   
    
3. Enter "Checklist" in the Quick Find box at the top right and click on Checklist Item.
   
   
    
4. Click on Fields & Relationships and click on New.
   
   Please see Salesforce: Create Custom Fields to learn more.
   
   

Add Custom Fields to the Checklist Item Dialogue Window

This section will walk you through how to add your custom fields to the Checklist Item dialogue window.

1. In the Checklist Item Object, click on Field Sets. Then click on Checklist Item Custom Fields.
   
   
    
2. From the list of fields at the top, drag your custom field into the box labeled In the Field Set. Click on Save when finished.