The Checklist feature is used to create and manage a set of checklist items that appear on all contact profiles, and if a Rewards Program is enabled, assign reward points to applicable items.
From the sidebar navigation, select 
Settings, then Checklist.
-
: Click to add a new checklist item (it will be added to all contact profiles).
-
: Click to print the entire checklist. - Description: A short description of the checklist item
- Order: Number the checklist items in the order that you'd like them to appear in each contact's profile. A suggestion for ordering is to use 25 for the first item, 50 for the second, and so on. This numbering allows you to easily insert numbers between items without renumbering the entire list.
- Reward Points: Assign a point value to award when the checklist item is completed (optional; not applicable to all tasks).
-
: Click to delete the checklist item from the list (it will be removed from all contact profiles).