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Complete a forecast checklist
Complete a forecast checklist

How to mark that you've completed recommended tasks after you create a forecast.

Updated over 7 months ago

When you create a forecast, Futrli provides you with a checklist in the top right that you can complete. This is to help ensure you've done all recommended setup tasks after you create a forecast.

📎NOTE: The tasks in a checklist differ depending on the type of forecast.

  1. When you view/edit a forecast, click Checklist.

  2. Click on each item to be taken to the area in product where you complete that task.

  3. When you complete a task go back to the checklist and select the checkbox next to it to mark that you've done it.

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