Setting up a Checklist

Set up a Checklist by creating a list of tasks and arranging them in the order you want them to appear on each contact profile. Once created, the checklist is added automatically to profiles and can be managed and updated individually as tasks are completed.

Once you have set up the Checklist by defining the tasks and specified the order in which you want them to appear, they will then appear in the Checklist tab of each profile. The list can then be managed individually for each contact.

From the sidebar navigation menu, selectSettings, then Checklist.

1. Select the new item buttonthen enter a task description in the Description field.
2. In the Order field, enter a number corresponding to the order of the task in the list.
   A suggestion for ordering is to use 25 for the first item, 50 for the second, and so on. This numbering system allows you to insert numbers between existing ones without needing to renumber the entire list. See BoulevardChecklistSamples.pdf attachment for examples.
3. If you track Reward points, enter the point value for the task in the Rewards Points field, if applicable.
4. Repeat steps to continue adding tasks as needed.

After setting up the checklist, each profile will contain the items added above.

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Additional Information:

• Checklist Overview
• Filter Contacts by Checklist Items
• Assign Reward Points to Checklist Tasks
• Profile: Checklist tab