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What's the best way to create/implement checklists in JSM

AS
Contributor
October 13, 2023

Whats the best way to create/implement checklists in JSM. 

We are implementing HR On-Boarding and would like to use checklists in the Sub-Tasks for the process. 

2 answers

2 votes
Joel Garner
Contributor
October 15, 2023

You can create a checklist inside a form and use automation to attach the form to a specific request type. 

AS
Contributor
October 16, 2023

Thanks Joel. Appreciate that. 

Like Joel Garner likes this
1 vote
Benjamin
Community Champion
October 13, 2023

Hi @AS ,

 

You can install a checklist app from the market place where the checklist resides in the HR on-boarding ticket. or it is possible when an on-boarding ticket created to automatically create a list of sub-task associated. In order to this, you will need to utilize the project automation.

 

Here's the marketplace for checklist apps. Some are free and some are paid subscription.

AS
Contributor
October 16, 2023

Thanks Benjamin. Was hoping there was a solution that did not require an add-on

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