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Configuring Automated Tasks on Checklists

This article will detail how to configure automated tasks on Checklists

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Written by Support Manager
Updated over 2 years ago

Automated tasks are configured at a question level. When a question’s response is tagged with Unsatisfactory the task is created.

  • There is a new tab on the Question in the Checklist Editor, entitled Tasks.

  • You simply search for the Task Template you want to be executed on that Question.

    • You can have multiple task templates on a single question.

  • Tasks are created:

    • When a response is tagged with Unsatisfactory, which is done by a rule.

    • When a checklist is submitted.

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