Concept: Checklist Step

A

Checklist

is a type of step in a business process. It’s a group of

To Dos

, or external tasks for users in specific security groups. Example: You can create a checklist for a new hire's first day at your organization with mandatory tasks for managers and the Facilities team. These items might include assigning a desk to the new hire, or sending a Welcome announcement.

A

Checklist

step can be optional or mandatory to continue to the next step in a business process.

When you create or edit a business process, and you specify a

Checklist

step type in the

Type

column, you can either select an existing

Checklist

or create your own using the

Create Checklist

task.