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Run surveys and more with the “Checklist Run Link”

Run surveys and more with the “Checklist Run Link”

December 1, 2016

A “Checklist Run Link” is a link which, when clicked, runs a new checklist from a certain template. This can be used by team members to run internal processes, or by customers to launch shared checklists.

This allows you to quickly run a new checklist without having to open the template and then click “Run checklist”.

Ways to use the Checklist Run Link:

  • Send to a member of your team in chat
  • Store in a document for quick checklist running
  • Use to collect surveys from your customers
  • Use to link together multiple processes
  • Send to a customer automatically to complete via email
  • Integrate with another apps such as your CRM or Support System

View full article on Checklist Run Link

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