Each event can have its own checklist. This is a list of jobs that need or have been completed. You can have multiple versions of checklists, however only one checklist can be assigned to each event, including ticketed event.
Checklists can populate chase dates and notes if required, and user can use the Checklist Report daily to show a list jobs. Checklists can also be assigned to event Enquiries, however this will not feel into the Checklist Report until the enquiry has been converted to an event.
Create a checklist
To create a checklist, follow the steps below:
Navigate to Advanced C&B, then from the Configuration menu select Checklist.
Click New Check List.
Enter Check List Name, then Save.
Click New, then enter Checklist Item. Repeat for each item needed.
Click Save.
Add date automation
To add date automation to your checklist, follow the steps below:
Navigate to Advanced C&B, then from the Configuration menu select Checklist.
Click on the required checklist.
Click Options next to the checklist Item.
Click Create Date Rule.
Complete the information as required:
Value – enter a number.
Frequency – select if the value is days/weeks/months.
Handling Mode – when should the value begin before or after.
Starting Date – when should the value and handling mode begin creation date or start date of the event.
Click Save.