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Manage Checklists
Manage Checklists

Create pre-defined checklists and add them as well as ad hoc checklists to a task.

Eve avatar
Written by Eve
Updated over a month ago

Add a checklist to a task template

See help content here.

Create pre-defined checklists

Checklists can be created in advance if there is, for example, a defined standard operating procedure to be followed.

See checklists on task templates, see the help content here.

Pre-defined checklists can be added to any task, at any time.

To create a pre-defined checklist:

  1. Navigate to Tasks > Checklists;

  2. Click New checklist;

  3. Nominate a Title;

  4. Add the first checklist item and click return (enter);

  5. Repeat the process to add additional checklist items;

  6. If the ordering of the items in the checklist needs to be modified, click the three-line reorder icon located to the left of the checklist item and then drag it to the desired position in the list. Release the click to drop it in place;

  7. Click Save.

Add a checklist to a task

Two types of checklists can be added to tasks:

  • Pre-defined checklist: The checklist must already have been created.

  • Ad hoc checklist: Checklist items can be added to a list on the fly.

To add a pre-defined checklist to a task:

  1. Navigate to Tasks;

  2. Filter for and then click the task that requires a checklist;

  3. Click the three-dot menu located at the top right of the screen;

  4. Click Add pre-defined checklist;

  5. In the dropdown, select the pre-defined checklist that is to be added;

    (NOTE: If you have not yet created the pre-defined checklist, see the help content above)

  6. Click Confirm.

To add an ad hoc checklist to a task:

  1. Navigate to Tasks;

  2. Filter for and then click the task that requires a checklist;

  3. Click the three-dot menu located at the top right of the screen;

  4. Click Add checklist;

  5. Add the first checklist item and click return (enter);

  6. Repeat the process to add additional checklist items;

  7. If the ordering of the items in the checklist needs to be modified, click the three-line reorder icon located to the left of the checklist item and then drag it to the desired position in the list. Release the click to drop it in place;

  8. Click Confirm.

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