Okay, so I'm wondering how it works once it is set up. Is it more of a reminder, or once they click on the button it will mark it off in the checklist? I want to use it for Registration purposes. So my onboarding already automates the steps I want but I would love them to see this checklist as a reminder and to be able to complete the steps. Would you recommend it for this purpose?
@@cfpatheater so I believe that can work, BUT currently Checklists are only for one time use. So once they are completed, you can reuse the same checklist for one person. Outside of that, this is a great solution!
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Great content!
Thank you!
Awesome! Your video. The Checklist feature is pretty decent, as well. TY!
It sure is! Thanks for watching. Are there any other features you’re interested in seeing?
Your videos are so informative! Adding to our list
Thank you! We appreciate your support!
I can't wait until they have the checklist for clients, I'm sure its coming
It’s currently already available for CRM Targets, who are clients and for Staff members and is located under the Onboarding menu in SuiteDash.
This was SO HELPFUL! Your videos are THE BEST! I am subssccrribed and my bell is on!
We are always here to help!
nice
Hope it helps!
Okay, so I'm wondering how it works once it is set up. Is it more of a reminder, or once they click on the button it will mark it off in the checklist? I want to use it for Registration purposes. So my onboarding already automates the steps I want but I would love them to see this checklist as a reminder and to be able to complete the steps. Would you recommend it for this purpose?
@@cfpatheater so I believe that can work, BUT currently Checklists are only for one time use. So once they are completed, you can reuse the same checklist for one person. Outside of that, this is a great solution!