Understanding checklist templates

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What are checklist templates

Checklists are designed to be added to tasks inorder that the manager can perfom the role whilst being aided by a checklist embedded within the task. Checklists can be added manually or automatically on creation of a task.

How to create a checklist template

Go to tasks>checklist template>add

How to attach a checklist to a task type

Go to task type>edit>attach checklist template

 

Where to find a checklist in a task

 

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