How to add a Checklist

Each event can have its own checklist. This is a list of jobs that need/have been completed. You can have multiple versions of checklists, however only one checklist can be assigned to each Event.

Checklists can populate chase dates and notes if required, and user can use the checklist report daily to show a list jobs.

Creating Check List

Click New Check List.

Enter Check List Name. Press Save.

Click New. Enter Check List Item. Repeat for each item needed.

Press Save.

Adding Date Automation

Click Options.

Click Create Date Rule.

Enter/Select the following details:

• Value – Enter a number.
• Frequency – Select if the value is Days/Weeks/Months.
• Handling Mode – When should the value begin Before/After.
• Starting Date – When should the value and Handling mode begin Creation Date or Start Date of the event.

Press Save.