Configure Interview To-Do lists
  • 29 Feb 2024
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Configure Interview To-Do lists

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Article summary

Abstract

Product: Workbench

Configure Interview To-Do lists

This process can only be completed by a Workbench Administrator.

Process

  1. To manage the default To-Do list for interviews, in Workbench, select Tools → Interview Manager → Manage To-Dos.

  2. The Manage To-Dos window opens.
    image016.jpg

  3. To add a To-Do item, select Add new. Insert the To-Do description and select Save.

  4. To edit a To-Do item, select the Edit icon for a To-Do item. Update the To-Do description and select Save.

  5. To delete a To-Do item, select the Delete icon for a To-Do item.