Create a process check-list

Created by Felixe Sergerie-Dostie, Modified on Wed, 28 Aug, 2024 at 10:35 PM by Felixe Sergerie-Dostie

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The article concerns the following role(s):
MHR

The article requires the following module(s):
N/A

Before starting:

Click here to access this page:
(LIEN)

 On WEB application:On mobile application:

1. Click on the cog-wheel.

2. Click on the "Onboarding", "Outboarding" or "On demand" module. 

3. Click on "Check-list". 

4. Click on "New Check-list". 

5. Fill in the form: 
Name
Français
English

6. Check the "Is Enabled?" box. 

7. Save. 

8. Click on the magnifying glass icon. 

9. Click on "New Item".

10. Fill in the grid: 
Français
English 
Conditional action

11. Save.

12. Repeat for each item of your list.

Sorry, the functionality is not available on the mobile application. 

The conditional action (if selected) is triggered when checking the item in the check-list.