While managing a live application, you may need team members to go through a checklist of things that needs to be verified or completed as part of your Standard Operating procedures.
- Send client's payslips to Compliance department
- Verify ID Number with CRM data
- Print and file Client's business certificate
These actions, which must be completed by your team (even if they don't fall directly into the client application's checklist) can be captured using the Clustdoc Todo list feature.
Creating your team todo list
1. Go to Resources>Processes
2. Select the desired process from your list
3. From the sidebar, click on Configuration>Todo list
4. Build your team's todo
ⓘ Your team's todo will automatically available in each application for teammates to complete it while managing applications.