Creating a Form from a Checklist

Sometimes items on a checklist generate another action or process within InEight Document. To help streamline the creation and automatic linking of these items, it is possible to generate a Form directly from a Checklist.

1. In the Checklist register, click More then Manage Checklist Type.

   

2. In the Manage Checklist Type window, double-click on the existing checklist type or create a new checklist type.

   

3. For the Checklist line items Response Type, select TeamBinder Action in the dropdown. Then click Publish.

   

4. When users complete that section of the Checklist, they will now be able to select the appropriate Form.

   

5. The Form is created while the Checklist is in progress. Once the form is Saved the hyperlink to the form is stored on the checklist.