Overview

Checklists are a great way to provide a more clear and concise list of tasks and objectives to your employees. With Checklists, you can create several tasks to users of different admin levels. You can designate who is responsible for what task making Checklists a great tool for multi-level projects between several different teams and members. Read below for more information!

Creating a Checklist Template is easy! Simply navigate to Admin > Learning > Checklists.

Here you can see a list of already created Checklists, if none have been created, then it will be blank. Click the "New Template" option to create a new template.

Here you will see a top nav bar showing Checklists, Builder, and Settings. For the sake of this article, we will focus on the Builder portion for now.

In this section, you can see that you must add a Checklist Template title, the Description, however, is optional.

Once you add the relevant information, you can then add a Task. Keep in mind that the first time you click "Add Task" it will create it as not a single task, but a "Task Group". These groups are essentially Checklists within Checklists. You create a Task Group to add Tasks to. Once you add a Task Group, you can designate who is responsible for that task Group.

Once you have added Tasks to the Task Group, you can then choose who is responsible for completing the Tasks inside that Task Group.

Admins can choose any existing relationship in the platform to be responsible for a specific task group.

When a relationship is set as responsible for task group, the individual can access all their checklists from the Teams & People space, the relationship page now contains two tabs, Journeys and Checklists

For example, you can create Task Groups for a user/employee to complete, then create a second Task Group for the Assignee's manager to review. Then another Task Group where the Group Manager has to also approve the work done. It would look something like this:

Each Group has a different user responsible for it, depending on the Assignee. Once we create all the needed Task Groups, we can then click "New Checklist", and create a final Title to be displayed in the Checklist menu, then you can create it for an individual user(s) or group(s). You can also add a Deadline for the users to complete the Checklist.

Once you click Create Checklist, it will then create itself to the selected users/groups, and then appear in the Checklists tab in the top navbar.

In the top navbar, you can click the "Checklists" option. This will show all the Checklists that are using this specific Template that you created, who it is assigned to, how many tasks have been completed, and when the deadline is.

Clicking any of the Checklists will bring you here:

In this modal, you can see the progress of the tasks, and who has completed what.

Clicking Settings in the Navbar will bring you here:

In this menu, you can either Archive the Checklist or allow the Manager to create and assign Checklists to users in their groups.