A checklist is a collection of tasks that must be completed as part of a business process. For example, there might be a checklist that all new employees complete, and one or more other checklists that workers in specific roles must complete.
You need to first create the checklist, with just the name and the description.
I have worked with different CRM systems for almost 10 years, and worked as a consultant with Dynamics CRM for 4 years.
Since march 2018 I have worked with Microsoft's new HR system, Dynamics 365 for Talent, and gained unique insight in the system and various HR processes.
In august 2018 I was the second in the world to pass the MB6-898 Dynamics 365 for Talent certification.
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Malin Martnes 
2 thoughts on “Task management: Checklists”