Life Information Tasks

A Life Information task allows a Checklist respondent to attach a Life Information record from a specific subcategory to a Checklist response.

 

Creating a Life Information Task

1. Select the Life Information task type from the Checklist builder.

2. Enter a task name and description.

3. Under Response, select a Life Information category from the dropdown menu. When a Checklist assignee responds to your checklist, they will be asked to complete this Checklist task by choosing a Life Information record from the selected category.image41.png


4. Click Continue.

 

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