Create Event ScreenTo-Do list Templates for any process

Enable Check-lists created on the Events Screen to be saved as templates for any process at the overall, tenant or user level.

Allow the user to create a checklist, save it, and make it available within the tenant or privately for the user via a simple dropdown list.

• Enhance the Events tab to support selectable checklist templates for key business processes:

  • Settlement

  • Termination

  • Rollover

  • Onboarding

  • Insurance renewal

• Each template includes structured steps:

  • Confirmations

  • Required uploads (artifacts)

  • Data-entry steps

  • Deep links to the correct UI screen (e.g., Vehicle, Contract, Finance, SP)

• Support mandatory/optional flags, timestamps, notes, validation, and progress tracking.

• Event-level statuses: Not Started → In Progress → Blocked → Completed

• Provides immediate workflow capability while the full BPMN workflow engine is delivered in later phases.