Application Status Checklists

An application status checklist is a list of tasks the team should complete whenever an application is in a given custom application status. For example, when an application reaches the “Approved” application status the steps might be:

• Draft the contract
• Schedule the payout in accounting
• Send the announcement to the applicant

Creating a checklist

Checklists are created per form under Forms → [Form name] → Checklists (Create Checklist). Each checklist has a Label and an ordered list of Checklist Items.

Attaching a checklist to an application status

In the form’s Application Status tab, a checklist can be picked for each custom application status. As soon as an application enters that application status, its checklist is shown on the application.

Ticking items off

Open items of the current application status’s checklist appear on the application. Team members tick items off; progress is stored per application.