Enable Checklist Feature

The Checklist Feature in Inspire Planner allows you to create checklist items to be completed as part of a task. This help article walks you through the necessary configurations to enable this feature.

Please Note: You need to be a Salesforce System Administrator to complete the configurations listed below.

Enable Access to Checklist Item Object

You will need to complete these steps if you have custom permission sets.

1. Click on the Gear Icon at the top right corner and go to Setup.
   
   
    
2. Enter "Permission set" in the Quick Find Box and click on Permission Sets.
   
   
    
3. Click on your Custom Permission Set. The image below is just an example.
   
   
    
4. Click on Object Settings.
   
   
    
5. Click on Checklist Items.
   
   
    
6. Click on Edit.
   
   
    
7. Follow the permission settings for both Object and Field Permissions shown in the image below and click on Save.
   
   
    
8. Repeat the steps above for all your custom permission sets.

Add Checklist Component on Salesforce Task Page

This section will walk you through how to add the Inspire Checklist component on your custom Salesforce Task Lightning Page. 

1. Click on the Gear Icon at the top right corner and go to Setup.
   
   
    
2. Go to Object Manager.
   
   
    
3. Enter "Task" in the Quick Find box at the top right and click on Task.
   
   
    
4. Click on Lightning Record Pages. Click on your custom lightning record page. The image below is just an example.
   
   
    
5. Click on Edit.
   
   
    
6. Click on the box for Tabs. Then click on Add Tab in the panel on the right.
   
   
    
7. It will add another tab called "Details". Click on it.
   
   
    
8. Under Tab Label, select "Custom" and then enter "Checklist" as the custom label. Click on Done. 
   
   
    
9. You can re-order the tabs by dragging and dropping the Checklist tab in the panel on the right.
   
   
    
10. Next, click on the Checklist tab you just created.
    
    
     
11. Under Custom - Managed in the list of Components on the left, drag Inspire Planner - Checklist Items into the tab.
    
    
     
12. You will now need to set the component visibility so that the Checklist component only displays when the Salesforce Task is related to an Inspire Task and the viewing user is an Inspire Planner User. Click on + Add Filter in the panel on the right.
    
    
     
13. Click on Advanced and then click on Select.
    
    
     
14. Enter "Record" in the box and click on Record.
    
    
     
15. Next, enter "Inspire" in the box and click on Inspire Task.
    
    
     
16. Enter "task name" in the box and click on Task Name.
    
    
     
17. Click on Done.
    
    
     
18. Set the Operator to Not Equal  and leave Value blank. Then click on Done.
    
    
     
19. Click on + Add Filter again in the panel on the right.
    
    
     
20. Click on Advanced and then click on Select.
    
    
     
21. Enter "User" in the box and click on User.
    
    
     
22. Enter "Inspire" in the box and click on Inspire Planner User.
    
    
     
23. Click on Done.
    
    
     
24. Set Operator to Equal and Value to True. Then click on Done.
    
    
     
25. Set Show Components when: All filters are true and click on Save.