A checklist is a reusable series of steps. A template combines screens and components, which may include checklists, documents and fields. A job is a working copy of a template used to record the actual work.
How to do it
- Build or choose the checklist or template for the activity.
- Connect the template to the relevant resource.
- Create a one-off job, or set a schedule to generate routine jobs.
- Assign the job, complete its fields and close it when finished.