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.
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.
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.
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.
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