Marketplace page: https://marketplace.creatio.com/app/salesup-checklists-creatio

Sales'Up Checklists for Creatio helps to systematize routine operations within the framework of the ongoing workflows. The user can define the sequence, mandatority, and follow-up tasks at each step of any workflow facility in the 'Checklist settings' wizard. The product optimizes employee task storage by clearing the schedule from repetitive activities.

Contents:

1. Installation and setup of the product
   • Product installation
   • General settings
   • Adding elements of the checklist
   • Configuration of the object field values after checklist completion
   • Configuration of a filter for selecting section objects
2. Displaying the "CHECK-LIST" tab on the object record page
   • Basic operations with records
   • Additional operations with records
3. Contact us

Installation and setup of the product:

Product installation

You can find the installation instruction at this link:

Product installation, eng

General settings

For editing previously created settings, click on the link of the name "Checklist" or go to the section for the required record (the record will be highlighted in a different color), click “OPEN”.

After creating a new one or when proceeding to edit a previously created record, the following fields are available for making settings (Picture 2.1):

• Section – select the name of the section where the checklist will be applied. After the first saving, the "CHECK-LIST" tab will be added to all records in the section
• Required – If the option is selected, the checklist will be mandatory.
• Name – fill in the name by which system users will identify the current checklist. It is recommended to enter a unique name
• Active – activation/deactivation of the setting. If the box is checked, the checklist is activated

Picture 2.1