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