How to create and display checklist items on HR task which is created automatically?

Deepika61
Tera Contributor

Hi All,

Actually we have created HR tasks from HR service by automatically, so whenever case is created one task was created automatically, so on that task i need to display few checklist items which are mandatory to close that task?

 

So please help me to complete this

Thanks

Deepika

1 ACCEPTED SOLUTION

@Deepika61 You need to switch to the new UI and select HR Task type as Checklist, the moment you select HR Task type as checklist an option to add checklist items will appear on the screen.

 

Screenshot 2023-10-31 at 2.27.22 PM.png

Screenshot 2023-10-31 at 2.26.19 PM.png

Hope this helps.

View solution in original post

6 REPLIES 6

Sandeep Rajput
Tera Patron
Tera Patron

@Deepika61 You need to attach an HR Task template with the HR Task, hr task type in the HR template should be defined as Checklist and the checklist items can be added on the HR Template itself.

 

Hope this helps.

Hi @Sandeep Rajput 

Thanks for the response

Actually i have configured those steps but i unable to find the Checklist on the template 

Deepika61_0-1698742171879.png

 

@Deepika61 You need to switch to the new UI and select HR Task type as Checklist, the moment you select HR Task type as checklist an option to add checklist items will appear on the screen.

 

Screenshot 2023-10-31 at 2.27.22 PM.png

Screenshot 2023-10-31 at 2.26.19 PM.png

Hope this helps.

@Sandeep Rajput 

Thanks for that, it works for me, but as i mentioned, we need to make mandatory those check list items on HR task