Checklists are nothing but a series of tasks to be assigned to the task owners which is decided by the Admins. These tasks are triggered based on the form actions like create record, edit record, approve record or reject record.
When the form action is performed, an automated email notification is sent to the owner(s) of the task. Administrators can also specify the day limit for each task while configuring the checklist.
View existing checklists
- Click on Setup in the Admin account.
- Choose Checklists option.
Create new checklists
To configure the checklist, please follow the below steps
- Click on Setup in the Admin account.
- Choose Checklists option.
- Click on 'Add Checklist' button.
- Specify the checklist name.
- Choose the form and its action on which the checklist tasks must be triggered.
- Create the task by filling the Task Name, Description, Duration of the Task and the owners of the task.
- Save the task.
Edit Checklist Details
To edit the configured checklists, please follow the below steps :-
- Click on Setup in the Admin account.
- Choose Checklists option.
- Click on Edit icon for the intended checklist.
Enable/ Disable Checklists
To enable/ disable a checklist, please follow the below steps :-
- Click on Setup in the Admin account.
- Choose Checklists option.
- Click on Enable/ disable icon for the intended checklist.
Delete Checklists
To delete a checklist, please follow the below steps:-
- Click on Setup in the Admin account.
- Choose Checklists option.
- Click on 'Delete' icon for the intended checklist.
