Manage Checklists

On this page:

A checklist is a collection of tasks for a staff member to complete. These may include reminders or forms and documents to review.

Add a Checklist

1. Choose Checklists.

2. Click Add Checklist.

3. Enter a checklist title.

4. Specify if the user should be notified when the checklist is due.

5. Click Save.

6. Add tasks to the new checklist.Click Add Task.Enter a task name.Enter a description (optional).If needed, choose a document sleeve for the task.Choose the user responsible for this task within the checklist. Assigned Staff means anyone to whom you have assigned this checklist.Selecting a specific staff member assigns the task only to that user.Specify if the task is required. Tasks that are not required will have an Ignore button on the user's checklist that administrators can click to remove the task from the user's checklist.Click Save.Repeat steps 6a through 6g to add more tasks. Added tasks are automatically saved for the checklist and propagated out to users that have been assigned the checklist, as long as that checklist is not complete.

7. If needed, reorder the tasks by dragging a task and dropping it in its new location.

8. When completed, you can assign the checklist to a staff member.

Bulk Assign a Checklist

1. Choose Configuration from the main menu.

2. Choose Checklists.

3. Click the checklist you want to assign (or create a new one).

4. Click Bulk Assign. Choose the staff members to be assigned the checklist.Select the checkbox next to the staff member's name.If needed, use the search field to filter staff records by name, job type, job title, location, or hire date.Click Hide staff already assigned to this checklist to remove staff members that already have the checklist assigned.

5. Click Save.