Business Process Manager

How to create a Checklist in the form?

Checklists are a useful component of process management.

Include the Action Item field in your custom form to get a checklist in the issue.

How to add a Checklist to the form?

  1. Go to the Form builder in an existing Process Template or Create a New template.

  2. Add the Action Item field to the selected step. Add text to actions up to 255 symbols.
    To each Action Item, you can add a Related URL with more information about this field.

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When the process is started, the checklist will be added to the issue. An Assignee can select items.

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Once the user submitted the checklist, items are disabled for selection. It's available to export the submitted fields to CSV.

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Questions? Just email us to get an answer support@saasjet.com.

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