I hope everyone is well.
I would be grateful if people could help me.
I would like to create a checklist which I can put on a card that does a reminder every 2 weeks to contact the client to give them an update on their case. I want this to be done automatically without being done manually due date. My understanding is that the best way to do this is an advanced checklist, then just put a due date of every 2 weeks on each task of the checklist.
I would like to then record data to make sure that these tasks on the checklist are being completed each time and for this data to be provided to management for MI.
Is the advanced checklist the best method and how do i get the MI data i want.
Thanks for you help.
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