How-to Guide

Complete Details of the Checklist

This checklist provides you with all the essential points to ensure a smooth and well-structured workflow. Review each step carefully to stay organized, avoid missing tasks, and maintain efficiency in your process.

Guide

Overview & Navigation

Follow these quick steps to access the Checklist page in your CRM.

Navigating

1. Open your CRM application.
2. Go to the Dashboard.
3. Click on the Check List Section option in the dashboard menu.

Create Check List: Add a new checklist with tasks and details as per your requirement.
Fill Check List: Update or complete the checklist by marking tasks as done.
Check List Report: View detailed reports and progress of all your created checklists.

Pro Tip: Organize Your Checklists

Regularly review your created checklists to keep them updated and relevant for smoother task management.