Case Status FAQ: How to Add Checklist Items to a Case

How to Add Checklist Items to a Case

• Click into the case you wish to add a checklist for
• Choose the Checklist tab 
• Format the checklist item you desire
  • You can add hyperlinks and text formatting if desired
• Choose an assignee
  • This can be the client or staff member
• Choose a due date that this checklist item needs to be completed by
• Choose the Green Checkmark to save the checklist

Checklists can have templates. Choose the page button to choose a templated checklist and pre-populate all the information above