Create and manage checklist items for your users to follow internally. This process checklist appears in the left hand sidebar of the record details page for your users to stay on track. This tool is a wonderful way to keep track of a process or processes in progress as well as a tool to bridge the gap between manual and fully automated processes. This feature can be as simple as a templated task list for internal use to keep track of a process or a robust automation tool by connecting triggers to checklist items.
Start by clicking “Settings” in the top navigation bar. Then click the “Custom Configuration” dropdown to find the “Manage Checklists” settings page.
Manage Checklists: https://secure.setshape.com/process
You can add a new list by clicking the “Add Checklist” button at the top of the page.
Click the “Pencil” icon to edit a checklist or delete an existing list by clicking the “X” icon.
You can also re-order your checklists by clicking an dragging!
The name of your list will appear in the checklist sidebar for your users. Also set what departments and record types this list is for.
For example, you may have a different checklist for your prospects versus your working clients as well as your sales team versus billing team.
Create your new checklist items by clicking “Add Checklist Item.” You can re-organize the checklist by clicking and dragging your items as well as editing and deleting using the icons on the right-hand side.
Create automation off of your checklist items by adding triggers. In the “Automated Actions (Triggers)” settings page, use the “Process Checklist Item” trigger type to automate actions after a checklist item is crossed off. For example, create a trigger to change a record's status when "Application Completed" is checked off of your list.
Currently a checklist can be created for each department but not for a specific user or team.
Yes! You will see the user, date, and time that the item was checked off as well as a note in the system tracking the item being checked off for that record.
Absolutely! The checklists will appear in the order created on the checklist sidebar.
Keywords: checklist, process, automation, order, productivity, custom configuration, create, configure
