Using Process Street Checklists with Knack

I've seen questions in various database forums about setting up checklist processes linked to a database and decided to write about using Process Street (a BPM / Checklist app) with a Knack based HR app.

Of course, most of the functionality in this example could be set up using Knack - but it would be more work and Process Street could be used for many use cases where a database was not involved. I hope this is useful - part 1 deals with setting up the checklist template and part two with using this triggered by Knack and updating the record when complete: