Checklist

Checklist

What is a Checklist?

A checklist is a set of predefined steps or processes required to complete a task. It provides clear, step-by-step instructions to assist your users in completing their tasks efficiently.

Example:
For a task like Accounting, the checklist might include:

  • Sales entry

  • Purchase entry

  • Bank statement entry and etc.

 How to Create a Checklist in a Service?

  1. Open the Service.

  2. Go to the Checklist tab.

  3. Add the steps you want as part of the checklist.

Once a task is created from this service, the checklist will be automatically included in the task.

Notes
• The checklist for a created task will not change if you make any updates to the checklist under the service.
• The checklist will be created based on the existing checklist at the time the task is created.

 How to Add Checklist Steps in a Task?

  1. Open the Task.

  2. Click on 'Update Checklist' or 'Create New Checklist' (pencil or + icon located next to the Checklist).

  3. Enter the step details and click Save.

You can also:

  • Change the sequence of steps.

  • Remove steps.

  • Mark steps as Not Applicable.

Update Checklist Permission?

Notes

• To edit or update the checklist, you must have the 'Update Checklist' permission. Please ensure this permission is enabled in the user roles.

• To enable or disable it, go to User Roles and check or uncheck the 'Update Checklist' permission under the Task section.

Difference Between Subtask and Checklist

Subtask
A subtask is a smaller, manageable task that is part of a larger, primary task. It breaks down complex tasks into actionable steps, making it easier to track progress, assign responsibility, and meet deadlines. Each subtask can have its own title, description, time logs, to-do lists, documents, and subtask history, allowing for detailed tracking and management of work.

Checklist
A checklist is a set of predefined steps or processes required to complete a task. It provides clear, step-by-step instructions, guiding users through the task to ensure all necessary actions are completed. Checklists help users stay organized and ensure no important steps are missed, promoting efficiency in task completion. Unlike subtasks, checklists don't involve separate task tracking, but rather act as an internal reference to guide the work within a task.



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