Checklist Tasks Tab

Each item in this tab is a Checklist (or Workflow) task for a client journey.

Once a task has been Complete for 24 hours, it is removed from this page.

Table Columns

Column Purpose
Task Name of the checklist task
Client Name of the client
Due Due date of the checklist task, if set
Remaining Days left before the due date, if set and the checklist item is not checked yet

Actions

  1. Checkmark: Marks a checklist task as completed or not
  2. Details: Reveals any provided notes or a placeholder