Checklist Step

Modified on Thu, 4 May, 2023 at 1:03 PM

How do I set up a checklist to automatically go out to individuals when certain events happen; such as a termination or name/address change?

Use the Checklist Step

The Checklist step allows a user to define a checklist and the assignee. Once the step is executed the checklist will be assigned to the assignee and seen within the My To Do report. In other words, you have a configured checklist automatically “assigned out” as part of the workflow.

Checklist step in a workflow image

What is the Checklist Step?

If a checklist should be sent to the recipient(s) to review or complete certain tasks, the checklist step is configured.

This step contains the On Done action step, which must be configured so the workflow will properly route to the next step. When the checklist is "done" or sent to the appropriate person, the workflow moves on.

Let's look at an example

Review the process below for setting up a checklist step in a workflow. You want to ensure that when a name/address change is approved; that a checklist also goes out to involved individuals.

Click each image to enlarge as you view the example.

In the workflow, select Add Step and Choose Checklist.

Drag and drop the checklist step to the appropriate place in the workflow. Click the step to open the Step Properties window.

In Create For, choose Employee (who is the checklist being created for). Choose the checklist name and then select Add Action.

Select Action On Done.

Open the Action Properties window and select the Next Step. (After this step, where should the workflow go?) Select Save.

Select Save to save the step properties and return to the workflow.

To correct the workflow path, select the previous step to open the Step Properties window.

Open the Acton Properties window. Correct the Next Step field, choose Checklist. Select Save.

Save the Step Properties window, select Save.

Select Save to save the workflow.

Notice the path is corrected and the Checklist step is added.

Remember the To Do tasks of the checklist are assigned to the individuals designated in the Checklist Items configuration.

Helpful Hint!

The checklist must first be configured in onboarding before creating the checklist step in a workflow.