To configure a checklist, perform the following actions:
- Navigate to Tasks > Configure Checklist > Create Checklist.
- Under Create Checklist window, enter the Checklist Name.
- Select the Priority and enter the required Description.
- Under Map To Event Category, select Core HR if you want to automate HR-related tasks or select Payroll if you want to automate Payroll related tasks.
- Based on your selection, you can see a new drop-down to choose the event type. Select the event type from the drop-down.
- Select the Owner and User for the checklist.
- Click Save to save the configuration.
- After you create the checklist, you need to add Task Template under the created checklist.
Learn more about the Tasks and Checklists module from this document.
Watch the video to understand how Tasks and Checklists module helps you in streamlining the recurring tasks.