How to set up a no trigger checklist?

Here we will explain what is a no trigger checklist and what are the steps necessary to set it up.

A "no trigger checklist" is a checklist that will never assign automatically.

It is particularly useful if you have a set of tasks that you wish to have in your library to assign them manually.

To set up this checklist please follow these steps:

1. Click on the Checklist icon under on the left.

2. Click on the plus sign.

3. Go to Set schedule.

4. Check the There is no trigger event checkbox.

5. You will notice in the summary on the right that the Schedule and Assignment Rules have changed to Manually assigned.

Here's a short video of the steps: