Checklist

Overview

The “Checklist” tab is where you can create items referenced at various portions of the software, as well as process bulk actions regarding the items. Each item can have a specific office, customer, and type assigned; the type being required.

Detail

From this tab you can right click to perform bulk actions, such as bulk removing completed or un-completed items, as well as bulk mark complete which applies to that checklist item across whatever type is applicable.