How to create a checklist to follow actions?

With this new feature, you can ensure that all steps of your actions are completed, organize your tasks, and track their progress. To create a Checklist, follow these steps:

• Go to the action (click here to check the steps to create an action);
• Click on the "Checklist" field, located next to "Description";
• Create items using the "Add Item" button;
• After defining the item, click "Save";
• Once the actions are completed, simply click on the checkbox and then track the progress at the top.

Important:

• If needed, items can be edited or deleted by selecting the "Edit" or "Delete" icon on the right.
• The order of these items can also be changed; simply click on the item and drag it up or down.

Watch the video below showing the process to be followed:

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