This article describes the activity of a Checklist Item in a Case.
NOTE: You must have Enabled permissions for the Case > Checklist Tab to filter and view activities. To access the View/Edit button, you must also have Modify permissions.
The Activity Feed keeps a full record of all changes to Checklist Tab items. The Timeline view shows a condensed listing of changes.
Additional information can be accessed from the Grid view.
Select an activity to display full details of the action. Depending upon the Action Type and the fields that were updated, a pop-up with different options will display.
Completed Date and Completed By are displayed on the pop-up of a Checklist item. When a Checklist item is updated to "Done", the Completed Date will show in blue. If the Checklist item is reopened, marked N/A, or Blank, the Completed Date will show in grey and Completed Date and Completed By will have a strikethrough.
Click the View/Edit button to open the task pane of the selected Checklist item.
The Case Checklist Task Pane will display where you can add/edit details, change the status, or delete the item. Click the X to close the task pane.
