This article describes the Intake activity of fields on the Checklist Tab.
NOTE: You must have at least Enabled permissions to My Intakes and/or Others' Intakes (to view Intakes) and Case > Checklist Tab (to access the Intake Checklist Tab). You have Modify permissions to Case > Checklist Tab to access the View/Edit button.
The Activity Feed keeps a full record of changes to the Checklist items linked to an Intake. 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.
Click the View/Edit button to open a task pane of the selected Checklist item. From the Case Checklist Task Pane, you can add/edit details, change the status, delete the item, and add automation (NeosAI Platinum). Click the X to save changes and close the task pane.
