How to use check lists with tasks

Created by Mark Eves, Modified on Thu, 17 Nov, 2022 at 2:10 PM by Ben Hayes

From the web application, navigate to any task. 


The administrator can check any checklist item from the right-hand side menu.




A selection of a checklist item will trigger an event which will, in turn, trigger a rule-based action for adding charges.


An administrator can see the rule actions triggered against a task via view region > History section.

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