You can define Task Checklists under each customer in order to keep track of actions done by the task users. When you create a task, you can enable a checklist. In Smart Review, the Checklist panel shows the checklist items, and the task users can select or clear the items before setting the status to indicate what has been done.
Requirements: You must have a customer role at the customer level that includes the Modify Customer user right.
Select a customer and select Customer > Manage Checklists.
- In the Checklists area, in the Name box, type a name for your checklist.
- (Optional) select the Required check box, if you want the users to complete all the items in the checklist before they can set status of the task.
- Click Add.
Your checklist appears in the Checklists box.
- To add an item to your checklist, in the Items area, in the Name box, type a name for your checklist item and click Add.
- Click Save.
- To add more checklists and items, repeat steps 1-5.