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You can define Task Checklists under each customer in order to keep track of actions done by the task users. When you create a task, you can enable a checklist. In Smart Review, the Checklist panel shows the checklist items, and the task users can select or clear the items before setting the status to indicate what has been done.

Requirements: You must have a customer role at the customer level that includes the Modify Customer user right.

  1. Select a customer and select Customer > Manage Checklists.

  2. In the Checklists area, in the Name box, type a name for your checklist.
  3. (Optional) select the Required check box, if you want the users to complete all the items in the checklist before they can set status of the task. 
  4.  Click Add.
    Your checklist appears in the Checklists box.
  5. To add an item to your checklist, in the Items area, in the Name box, type a name for your checklist item and click Add.
  6. Click Save.
  7. To add more checklists and items, repeat steps 1-5.

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