AnsweredAssumed Answered

Can I schedule a monthly checklist in SugarCRM Pro?

Question asked by community-support on Jan 13, 2014
Latest reply on Jan 13, 2014 by community-support
Dear all,

I have a monthly checklist I need to go through and I was wondering how I can best do this within SugarCRM Pro. Is this even possible?

I was thinking about creating a project with project tasks and combine this with a workflow. However, I think this is a bit overdone. I am really looking for an actual checklist. Example:

- Thing A is present: Y/N

- Thing B is present: Y/N

- Thing C is present: Y/N

- Etc...

Hope to hear if someone knows if this is possible within Sugar!

(from sinai)

Outcomes