Add a checklist
Checklist documents help you create dynamic workflows to facilitate the engagement process for users. It's like a questionnaire that consists of items intended to gather information about the client and the engagement. When used with visibility settings, a checklist document simplifies the initial engagement file.
As users respond to the checklist, related documents and content become available (or visible) in the engagement file. This way, only documents that users need are available on the Documents page, while other documents remain hidden.
Staff members can create checklists in the engagement and modify checklists that they have created.
Firm authors can create checklists in the firm template and modify checklists that they have created.
Note that:
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Staff cannot delete checklists that come with their Cloud App or modify existing content in those checklists. However, they can include additional content in them.
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Firm authors cannot delete checklists that come with their Cloud App. However, they can suppress them in the firm template so they do not show in the engagement.
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Firm authors cannot modify existing content in checklists that come with their Cloud App. However, they can include additional content in them.
To add a checklist:
-
Select Add (
) at the documents page, then choose Checklist. -
Select Edit (
) to start adding content.
A blank checklist opens.
To modify an existing checklist, open the document and select Edit ().
