Checklist

Navigation: Settings → Checklists

Option is used to create predefined checklist templates that can be reused when creating checklists for different processes, projects or users. A checklist template consists of multiple checklist lines that can be assigned to owners and planned durations.

Review checklist template form

checklistt

1. In tab General title and status of the checklist template are provided.

2. In tab Media it is possible to attach files. Click Select Files or use Drag & Drop.

3. In tab Notes it is possible to leave notes. Click Add note to create a new note.

4. Available Info Tabs:

  • Number: sequence number of the checklist item.
  • Title: description of the checklist item.
  • Owner: responsible person or role.
  • Planned duration: expected duration for completing the item.
  • Click Edit_button to edit a checklist.
  • Click Delete_buton to delete a checklist.

5. Available navigation buttons:

  • Add new: is used to create a new checklist template.
  • To list: is used to return to the list of checklist templates.