Introduction

Checklist is a list of items to be fulfilled. You can send the check list to a specific target group. This will help to remind your customers to do a list of specific tasks.

Prerequisites

Checklist component must be enable for your tenant and it is required to have permission related to checklist to start working on it.

Checklist permissions:

• Create Checklist: allow you to create a checklist

• Delete Checklist: allow you to view delete button to remove an existing checklist

• View Checklist: allow you to view checklist

• Update Checklist: allow you to edit an existing checklist

• Send Checklist: allow you to send completed checklists to target groups

Checklists List