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Status Planned
Workspace Case Management
Categories Checklist
Created by Guest
Created on Jan 6, 2022

Manually insert a Checklist

From what I can tell, the only way to get a checklist to show up is for it to happen automatically, based on certain criteria. That works great, but if something changes in that criteria, there's no way to manually insert a pre-populated checklist....or if someone accidentally deletes a checklist that was automatically inserted, there's no way to get it back.


Can you consider adding the ability to manually insert a checklist into a case?

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  • Elizabeth Reed
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    Mar 28, 2022

    As administrator, I have asked for two years, for the ability to restore a checklist that was accidentally by human error deleted. This would potentially be the same resolution for those issues as well.