Checklists
Your agency's workflow - digitized! Guides on checklist configuration and use.
Using Checklists
- An Intro to Checklists
- Using Checklists
- Public Checklists - Online Checklists for your Clients
- Checklists & User Permissions
- Manually Add Tasks to a Checklist
- Managing Incomplete Checklist Items for Closed Cases
Configuration
- Checklist Configuration
- Modifying Checklist Configuration
- Documents on Checklists
- Multi-Record Checklist Sections
- Checklist Configuration Troubleshooting
- Adding Tables to Checklist Configuration