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Checklists

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