Configure Checklist Change Task Trigger

Let’s get started 🚀

Create Checklist Change Trigger

Create a checklist change trigger to automatically create tasks when selected checklist items are updated. 

Step 1: Log in to your agent dashboard, and click More > Advanced Templates as shown in the screenshot below.


  
Step 2: Click the Task Templates option.


  
Step 3: Click the Add Template button to create a new template.


  
Step 4: Enter the name for your template, and select Candidate as the User Type.



Step 5: Select the Checklist Change option from the Trigger dropdown list. 



Step 6: Select the checklist item for which you want to create the checklist change trigger.


  
Step 7: Enter the Subject/Title and Description for the automated task. 


  
Step 8: Click the Create button.


  
The checklist change task trigger will be created successfully.

Checklist Change Trigger in Action

Update the configured checklist item to automatically create a task for the selected candidate. 

Step 1: On your agent dashboard, click Candidates in the navigation bar.
  


Step 2: Click any candidate for whom you want to trigger an automated task using the configured checklist item. 
  



Step 3: Check the checklist item configured in the checklist change trigger.  

The automated task will appear successfully in the candidate’s To Do section under the Admin tab.