Checklists are great for tracking a tasks and staying on top of your cases! 🕵️♂️
All case types have their own out-of-the-box checklist that automatically generates when you create a new case.
But what if you don't like them? Good news - you can customize them to suit your own processes!
Configuring checklists
To get started, click on your Profile to access the Settings then select Case Type Settings.
Under the Case Type Settings, select a case type that you want to manage and click on the Checklist Settings button to open its corresponding checklist configuration.
Each case type will have its own unique checklist pre-configured. Make sure that you are configuring the right case type before making any changes. 😃
💡Note: You can sort the order of your checklist items by dragging them above and under another item. Try it out!
Adding checklist items
Workia has provided a list of pre-configured items for a given case type. But it is also possible to add a new checklist item.
You can add a new checklist item by clicking on the "+ Add a new Item" button on the top of the list and fill in the corresponding details!
The checklist automatically updates after the details of the new checklist item has been filled out.
💡Note: To rearrange the checklists, simply drag the checklist item to your desired position!
Enabling or disabling checklist items
Clicking on the toggle button will enable and disable checklist items.
💡 Custom checklist items behave differently, you can enable and disable them individually, and you can also change the name of the item or delete it from the checklist by clicking on the three dot icon by the item name..