Web Guide


Checklist a list of items required, things to be done, or points to be considered, used as a reminder.
There are many good reasons to use a checklist template for your work tasks The apparent advantage is that everything is laid out in a clear and transparent manner. Everyone knows what they need to do at any given point during a task or Project. It also enables you to finish larger tasks and projects on schedule.
To begin with, the first step you need to do is Go onto organization Management , then click on the specific company and go to the settings menu from the top corner.
Here you will be having the Option to Enable checklist.
To add your own template click on add new template where you can create your own multiple template to set the process for the task which can be imported during the task.
So, this how you can add checklist and it can be share within your team members as well.
Now, Lets go to Task and You will select the checklist which you want to import and you will have an option to import the checklist in sub-task as well .You will also have an option to create your own add on checklist manually as well.
Also you can make checklists mandatory from here so that the person will not be able to mark task as completed unless and until he has not completed the checklist.