Checklist templates can be used for both Clients and Staff Members. This feature can help keep your Client and Team accountable for actions that need to be taken to further progress the case.
How to add a Checklist Template
From the Case Status homepage choose the Profile Icon in the top right then choose Settings.
From the top left choose Templates.
Choose Checklist Templates from the top left.
Choose + New Checklist Template.
Provide a title for the Checklist.
Click Add Item to add a checklist item.
Click the Green Checkmark to save that item.
Repeat step 6 and 7 until you have added all the items desired.
Choose Save once done.
How to edit a Checklist Template
From the Case Status homepage choose the Profile Icon in the top right then choose Settings.
From the top left choose Templates.
Choose Checklist Templates from the top left.
Choose the Checklist you wish to edit from the list on the left.
Choose Edit or Remove next to the items you wish to change.
Choose Save once you are done making your edits.
You can delete the entire template by choosing Delete in the bottom right.