Creating a checklist

Usually, when you’re getting an employee or a customer on board, there are a few items in their to-do, that they should complete to be fully onboarded.

A checklist module is an easy, straightforward module to add checklist items for your contacts.

Creating a checklist

You can create your checklist directly from your workflow, and click on the “configure module” button to start building it.

If you prefer, you can also create a checklist from your reusable templates page and use it elsewhere when you create workflows.

When you create a checklist inside a workflow, it’ll be automatically added to your reusable template library. Just keep in mind that when you modify a template, it’ll change everywhere, including in your live workflows. For instance, if you add a checklist item, it’ll be added for all your contacts currently in a specific workflow.

Adding checklist items

Once you are in the checklist configuration page, you’ll be able to add checklist items very easily, and change their order depending on your needs.

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Just name the task… and you’re done.

Hint: you can add HTML links or paste URLs that will be clickable, for example.

If you want to link an email address inside the task, you’ll write something like:

Contact <a href="mailto:bruce@wayne.com">Bruce Wayne</a> for the Batmobile

Feel free to get in touch with us if you have any question or request about the checklists!

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