How to add checklist to Task?
Checklist ensure that people are checking the correct items prior to and post installation, giving your team higher chance of achieving the desired quality. User could add a predefined checklist for specific scope of work, and rolled out across the project, ensuring that people maintain consistency in their quality control and corners are not cut.
What to know
- On the Web: Open Task > Add Checklist (Single Item) / Use Template (Pre-defined checklist template)
- In the App: Open Task > Add Checklist (Single Item) / Use Template (Pre-defined checklist template)
On the Web
- Open the task in which we want to add checklist.
- Click on +Add Checklist if you want to add each checkitem manually. Click on +Use Template if you want to add checklist from pre-defined template.
In the App
- Open the task in which we want to add checklist.
- Tap on + button given in Checklist row.
- Tap on Add Check Item if you want to add each checkitem manually. Tap on Add Template if you want to add checklist from pre-defined template.
- Select the template name from which you want to add all check item.
Tip
- Click / Tap on the checkbox, to save the response. Response will be auto saved.
- To know how to add pre-defined checklist template or import the checklist, Refer Manage Checklist.