Checklist

Via "Client" -> "Administration" -> "System settings" -> "Internal activities" -> "Checklist" you will find the form seen in the picture below.

 

It is possible to use a Checklist in Internal Activities. That means that in order to close the activity, you have to perform the Checklist. To create a Checklist, click on the create button and in the prompt enter the name of the Checklist and, if needed, a standard PDF.

After this you must build the checklist, i.e., create rows. To do this, select the Checklist in the list at the top and complete the fields below and click "Save new".

After this you have to fill in the information requested in the different tabs, and to make it easier to find the information each tab has its own documentation. See the links below.

Basic Data
Input
Standard Value
From Parts  
Conditions
Output from row 
Other