Adding Custom Fields to Checklist Items

The Checklist Feature in Inspire Planner allows you to create checklist items to be completed as part of a task.

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

This help article will walk you through how to create custom Checklist Item 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.

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.