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Status Future consideration
Workspace Case Management
Categories Documents
Created by Guest
Created on Oct 6, 2023

Link document templates to checklist

Now that we have a check list dashboard I find that many of my check list items are forms or checks that need to be printed. It would be a huge time saver if the form for that checklist item could be linked to the task and appear on the dashboard allowing the item to be compleated without leaving the dashboard.

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