For the more common tasks in your business, it may be worth adding a Checklist template to your account. This will allow you to quickly and easily add the Checklist to any task. There are several different ways to add a Checklist template to your account.
Places to add checklist
create a checklists
2. When creating a task:
3. After you have created the task:
This may require a shared screen session. Go to settings>automated events>event>action>embed checklist into task
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