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Remove Option Field to the Checklist To Improve Customer Service

Remove Option Field to the Checklist To Improve Customer Service

Aug 6th, 2022

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How to Remove Option Field to the Checklist To Improve Customer Service

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hello everyone and thank you for joining us for our webinar today how to optimize your field services in 2021 please note that all lines are currently on mute and will remain on mute if you have any questions please enter them within the chat box and well address them during the q a period at the end of the presentation with that in mind id now like to introduce jessica who will begin thank you thank you very much were excited to be here today so well quickly uh kick it off with our agenda and then well run through some introductions here so we have john and i on the line which i will introduce next but today what were going to show you is is a few of these items that i have here on the screen well go through the purpose of why were meeting here today and what were going to be showing you well take you through a bit of a story to give you some context put it in perspective before we go into a deep dive of what a solution should look like when youre considering and then also

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Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

How do I create a Checklist in service now?

To create a new checklist: Open a saved ticket. Navigate to the Checklist tab. Click the down arrow next to Checklist. Select Create new. Enter an action item for your checklist. Click + to add the item to the list. Repeat steps 5 and 6 until your checklist is complete.

What is the purpose of service Checklist?

Checklists have the objective of overseeing tasks or projects and ensuring nothing important is forgotten during execution. This way, you dont omit anything that might end up compromising your results. Additionally, they ensure activities are completed in orderly, organized fashion.

How do I delete a Checklist in Servicenow?

Delete checklist or a template To delete a checklist, navigate to the record that contains the checklist. Click the down arrow beside the Checklist formatter. Select Remove Checklist. A confirmation dialog box appears. Click Delete. Complete the following steps to delete a checklist template.

How do you assign Checklist items in Planner?

To assign a task, click on the checklist item to open additional menu options, then select the person(s) responsible from the drop down menu under ADD ASSIGNMENT. Pro Tip: You can assign a task to multiple people if you need to.

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