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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
  5. Create a Question
  6. Select an Action
    1. Attachment
    2. Comment
    3. Task
    4. AutoTask
  7. Adding a Question to a Checklist
    1. Understanding Question reuse (can’t reuse an answer set)
  8. Creating a Checklist Instance
  9. General
  10. Visibility
  11. User Interface
  12. Checklist Entry/Exit (Community discussion)
  13. Field Mapping (Object Mapping)
    1. How to map to a non-standard object
  14. Export Settings
  15. Deactivate
  16. Clone