The Checklists feature is used to track tasks or requirements assigned to Clients. Checklist items help organize and manage client-specific actions efficiently.
Navigation
Main Menu → Selects → A-D → Checklists
Applies To: Enterprise
Field Details
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Groups:
- A user-defined list used to categorize checklist items.
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Requirement:
- The name of the checklist requirement.
- Required field.
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Checklist Type:
- Defines the type of checklist.
- Not user-defined.
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AutoOption:
- If enabled, this requirement will be included in the [Bulk Add] function in Client Checklists.
Checklist Groups
Checklist groups are used to segment and organize different checklist records.
Field Details
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Checklist Group:
- The name of the checklist group.
- Required field.
Conclusion
The Checklists feature ensures structured tracking of client tasks. Users can define requirements, categorize them into groups, and automate their inclusion in bulk operations.
For further assistance, refer to related articles or contact support.