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Understanding Checklists / Action plans

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Checklists are a useful tool that enables end users to perform their work quickly, accurately, and effectively. 

Checklists (sometimes called action plans) provide users with a list of actions they need to perform, an audit of whether the action was performed and fast access to the right place to perform the activity.

Action Plans & Related Tasks blade

The help buttons, known as calls to action, can link off to other pages, specific data entry points, and other systems, create particular documents or emails, plus much more.

Checklists are usually created as part of a visual modeller workflow - you can watch a video about how to create them here: Creating Visual Workflows‍.

 

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