How to Create Checklist templates to embed in Tasks

For Professional and Enterprise accounts only

For the more common tasks in your business, it may be worth adding a Checklist template to your account. This will allow you to quickly and easily add the Checklist to any task. There are several different ways to add a Checklist template to your account.

Places to add checklist

  1. Tasks>More>Checklists

create a checklists

2. When creating a task:

3. After you have created the task:

 

To add checklists to automated tasks

This may require a shared screen session. Go to settings>automated events>event>action>embed checklist into task

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