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

Applicable information displayed on checklists list:

• Action: a list of actions can be taken for this checklist. Number of actions is depend on the current status of the checklist.

  • Checklist actions according to status:

    • Draft: Edit, Complete, Delete, Clone

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    • Completed: Clone, Sent

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    • Sent: Clone

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  • Action:

    • Edit: open checklist in edit mode

    • Complete: check validation and confirm the checklist is completed

    • Sent: trigger system to send checklists to all applicable members in the target group

    • Delete: remove the checklist

    • Clone: create a new checklist with the same data from the selected checklist