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Checklists

- Installation Guide - Quick Start - Creating a Template

  1. Understanding Versions (version tracking)
  2. Deploying a Version

- Choose an Answer Style

  1. Checkbox
  2. Checkboxes
  3. Number
  4. Picklist
  5. Segment
  6. Switch
  7. Text
  8. Text Area

- Create a Question - Select an Action

  1. Attachment
  2. Comment
  3. Task
  4. AutoTask

- Adding a Question to a Checklist

  1. Understanding Question reuse (can’t reuse an answer set)

- Creating a Checklist Instance - General - Visibility - User Interface - Checklist Entry/Exit (Community discussion) - Field Mapping (Object Mapping)

  1. How to map to a non-standard object

- Export Settings - Deactivate - Clone