Creating and modifying a checklist

The My Checklists section gives you access to an overview of your checklists, sorted by role.

Checklist description

A checklist is defines by: 

  • A title
  • A recurrence
  • A role assigned to the checklist
  • A member once the role has been selected

Optional information can be added: 

  • Content
  • A link to an external resource

 

Creating a checklist 

To create a checklist, 

  • Click on "Add a checklist"
  • Fill in the required fields (title, recurrence, role)
  • Save

 

Modifying a checklist

To modify a checklist, click on the card, change the information and save.

Click on delete to delete the checklist. This action cannot be undone. 

Have more questions? Submit a request
Powered by Zendesk