Create A Checklist Template

A checklist is a group of tasks that you need to complete when an action occurs.

You need to create a checklist template and add tasks to it. You can then link the template and tasks to various sections and pages. For instance, tasks that you need to perform when you configure dependent or beneficiary designations at different levels. You create and maintain checklist tasks within a template using the Checklist Templates task in Setup and Maintenance. A checklist can be automatically allocated when an action occurs, or you can allocate it manually.

Here’s how you create a checklist template and add tasks to it:

1. On the Home page, click My Client Groups, Show More.
2. Click Checklist Templates under Employment.
3. Click Create and follow the prompts. Ensure that you select Guided Journey as the Category.
4. Select the Status of the checklist as Active in the General tab.
5. Click Add Task in the Tasks tab and follow the prompts. You can only use tasks of the type Analytics, Document, Embedded Learning, External URL, Manual Task, Questionnaire, Report, and Video in a guided journey.
6. Set up the title of the guided journey in the Message tab.
7. Click Save and Close.
8. If needed, repeat step 5 to add more tasks.
9. Use the Preview button to see how the task appears in the Benefits pages.