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Checklists

  1. Installation Guide
  2. Quick Start
  3. Creating a Template
    1. Understanding Versions (version tracking)
    2. Deploying a Version
  4. Choose an Answer Style
    1. Checkbox
    2. Checkboxes
    3. Number
    4. Picklist
  5. Segment
  6. Switch
  7. Text
  8. Text Area
  9. Create a Question
  10. Select an Action
  11. Attachment
  12. - Comment
  13. - Task
  14. - AutoTask
  15. - Adding a Question to a Checklist
  16. - Understanding Question reuse (can’t reuse an answer set)
  17. - Creating a Checklist Instance
  18. - General
  19. - Visibility
  20. - User Interface
  21. - Checklist Entry/Exit (Community discussion)
  22. - Field Mapping (Object Mapping)
  23. - How to map to a non-standard object
  24. - Export Settings
  25. - Deactivate
  26. - Clone