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Understanding checklist templates

Available to professional and Enterprise only

What are checklist templates

This article is linked to understanding task types

Checklists can be added to any process so that the manager can perform the role whilst being aided by a checklist embedded within a 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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