Kraaft makes managing your reports easier by letting you mark them as done in one click ✅ No more opening every report to check where things stand! You can:
📋 See at a glance which reports are done — from the conversation and from the report list
⚡ Check or uncheck a report directly from the list, without opening it
💬 Automatically get the information in the conversation when a report has been validated
⚙️ Prerequisites to make a report checkable:
🔲 The report template must contain at least one "Checkbox" field
🎯 If the report contains several checkboxes, only one field can be set as the "report done" indicator
🛠️ How to configure a checkable report in Kraaft
🏠 From the left menu, go to the Reports tab
📋 Choose the report template to configure
🔲 Make sure it contains at least one "Checkbox" field — if not, add one first
⚙️ Open the Options tab of the report
☑️ Select the "Checkbox" field that will indicate the report is done
All set! 🎉 Your report can now be checked directly from the list.
📋 Check a report from the list in a Kraaft conversation
Once configured, you can check or uncheck your report directly from the relevant conversation and the report list 📱
✅ One click is all it takes — no need to open the report
💬 An automatic message is sent in the conversation to signal the validation
🔗 Go further with checkboxes
Want to automate actions when a report is checked? 🤖 Check out the Kraaft automations article — you can trigger automatic processes based on your reports' status.