Start or assign a checklist

John
John
  • Updated

Once a checklist has been saved to your library, you can either start it or assign it to someone else. From the Checklist module, select a checklist from ‘My templates’. 

1. To start it yourself, click on 'Start'. 

2. To assign it to someone else in your organization, click on 'Assign'. This will create a Task. Select a category and an assignee. Then, hit 'Create'. 

Note that every time a user starts a checklist, a log entry is created for it. 

assign_a_checklist.gif

Assigning a checklist from Tasks & Work Orders

You can also assign a checklist from the Tasks & Work Orders module.

Head to Tasks & Work Orders, and either create a new task or open the task you'd like to add a checklist to. Click on ‘Add Checklist’. This opens up a pop-up for your checklists. 

Select the checklist you’d like to attach and hit ‘Attach’. This closes the pop-up and attaches it to the task. Now, add an assignee and save the changes. 

Once you attach a checklist with a task, it gets added to the Checklist tab in the respective task.

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Starting a checklist on mobile

To start a checklist on mobile, click on the Checklists button at the bottom of the screen. Select your checklist and hit 'Start'. Respond to the fields and hit 'Submit' when done. 

starting_a_checklist_on_mobile.gif

Assigning a checklist on mobile

Similar to starting a checklist, click on the Checklists button at the bottom of the screen. Select your checklist and hit 'Assign'. Fill in the task details, add an assignee, and create a task. 

assigning_checklist_on_mobile.gif

 

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