Activate checklists
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- UpdatedAug 3, 2023
- 1 minute read
- Vancouver
- Navigation and UI
The Vancouver release is no longer supported. As such, the product documentation and release notes are provided for informational purposes only, and will not be updated.
Checklists are active by default on new instances. For instances upgrading from a previous version, the Checklist plugin must be activated.
Before you begin
Role required: admin
Procedure
Related Content
- Create a checklist
You can create a unique checklist for each task record. You can quickly create a checklist from a previously created template.
- Delete checklist or a template
You can remove a checklist from a record, and delete checklist templates you no longer need.