Checklists are a series of items that require a response (Yes, No, NA) which can be added to tasks or quotes.
A checklist could be a series of steps you want your field staff to follow in order to complete a specific task. For example:
Checklists can be added to any task or quote after it has been created (manually), or if it's a Checklist common to a Task Type, it can also be included automatically as soon as the task or quote is created.
The following checklist settings apply to the entire checklist (optional settings for advanced checklist requirements).
Link a checklist to a task type
To be able to use a checklist, you must link it to a task type. You can set it up so that whenever you create a task or quote with your chosen task type, the checklists you've linked to that task type will appear by default on the Checklist tab of your task or quote. To do this:
For more information on using checklists, refer to Using Task Checklists.
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