TaskOPad -Web Guide
  • Quick Start!
  • Guides
    • Sign up - Log In Process
    • Organization Setup Process:
    • Master Setup Creation Process:
      • Manage Status
      • Manage Role
      • Manage Members
      • Manage Client
      • Manage Service
  • Fundamentals
    • Task
      • Task Creation Process
        • Create a Task
        • Create Recurring Task
        • Stop Recurring Task
        • Create a Subtask
        • Set Reminders
        • Task Status
        • Task Priority
        • Task Attachement
        • Task Follower
        • Task Comment
        • Task Log Activity
        • Task Mark as Completed
        • Bulk Edit , Delete & Recycle Bin Process
        • Bulk Import& Bulk Export
        • Quick Reply
        • Completion of Task in %
        • Checklist
        • Mark Task for Approvals
      • Kanban Board
      • Calendar View
    • Project
      • Project Creation Process
        • Create Project
        • Create Task Under Project
    • Discussion
    • DMS (Document Management System)
    • Reports
      • User Wise Report
      • User Performance Report
      • Project Report
      • User Activity Report
      • Status Wise Report
      • Time Sheet Report
      • Time Report
    • Time-Sheet
      • Enable Time Sheet
      • Adding Estimated Hours
      • Actual Hours Entry in Task
      • Actual Hours Entry in Timesheet
      • Submitting Timesheet Process
      • Approval & Rejection Process
      • Filter & Sort
    • Attendance Configuration
    • Leave Configuration
    • Notes
    • Add on Feature
      • Custom Fields In Task
        • How Custom Fields Work?
      • Custom Field In Client
        • How Custom Fields Work?
      • Client Information Sharing
      • Email Integration
      • Enable or Disable Email Notifications.
      • Access Management (IP- based Restrictions)
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  1. Fundamentals
  2. Task
  3. Task Creation Process

Checklist

Checklist a list of items required, things to be done, or points to be considered, used as a reminder.

PreviousCompletion of Task in %NextMark Task for Approvals

Last updated 4 months ago

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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 have the Option to Enable the checklist.

To make your own template, select "Add Template." This allows you to create several templates for different tasks, which you can use whenever you need them.

So, this is how you can add a checklist and it can be shared with your team members as well.

Now, Let's go to Task, You will select the checklist that you want to import and you will have the option to import the checklist in sub-task as well . You will also have the 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 the task as completed unless and until he has not completed the checklist.