Each stage within a workflow can have a checklist attached to it. Checklists are a great way to ensure that small tasks are completed within the stage.
Checklists items can be set as required so that they have to be marked complete in order to complete the stage.
Each time a check is marked complete within a stage, a timestamp is added to the stage and case timeline to show who marked it complete and when. The same applies when marking a checklist item as incomplete
It couldn't be easier. In the workflow builder, at the top of each stage card is a toolbar, you are looking for the check box icon. Clicking this icon will open up the checklist configuration modal window.
If no checklist is attached to the stage, you will see a blank panel, with a button to 'add field'. Clicking the 'add field' button will add a checklist item. You can add as many checklist items as you wish.
There's a few options within each checklist item. From right to left:
Colour: Selecting a colour for ytour checklist item is optional, but it might help visualise the different items.
Name: The checklist item name is used simply to outline what you are checking off.
Required Toggle: the REQ button can be toggled on and off if you want the checklist item to be a requirement or not.
Ordering: By clicking and tracking on the up/down arrow icon, you can drag and drop your checklist item into a new position in the checklist.
Trash: clicking the trash can icon will remove the checklist item.
Once you are happy with your checklist configuration, just click the Save button and it will be attached to your Stage.
