Create Check List
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1
Click on the Add Check List Item button to create a new checklist for a user.
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2
A pop-up named Add Scheduler will open, where you need to fill in all the required information.
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3
In the Check List Item Name field, enter the tasks you want to assign.
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4
You can add multiple tasks by clicking the Add button as per your requirement.
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5
In the Assignee Users field, select the users you want to assign tasks to. You can assign the same task to multiple users if needed.
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6
After filling all required fields, click the Add button.
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7
Your checklist is now created successfully.
Pro Tip: Keep Your Checklist Simple
Always keep checklist tasks clear and specific. This ensures that assigned users can complete them without confusion and the workflow remains smooth.