Checklist Overview
To access Checklist Settings, from the sidebar navigation, click
Settings, then Checklist.
: Click to add a new task (will then be added to all contact profiles).
: Click to print the entire checklist. - Description: A short description of the task
- Order: Number the tasks 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, etc. This numbering allows you to easily insert numbers in between without having to renumber the entire list.
- Reward Points: Assign a point amount if you'd like to award points when the task has been completed (this is optional as it is not applicable for all tasks).
: Click to delete the task from the list (will then be removed from all contact profiles).