Overview
The Checklist feature empowers you to streamline project and task management, enhance accountability, and ensure compliance.
With Checklists you can effectively create, assign, and track tasks across teams and departments, helping to achieve goals faster while reducing administrative burdens and minimizing errors.
Ideal processes for Checklists in eloomi:
Pre-and-Onboarding
Offboarding/Leavers' procedures
Instructor-led training and comprehensive learning plans
SOPs
Skill development process
Compliance processes.
The Checklists feature is optimized for a mobile experience for quick access to updating and assigning business critical tasks.
Create customizable templates
Admins can create templates for recurring tasks such as onboarding, compliance, offboarding, and more. These templates ensure consistency and efficiency across the organization, following best practices.
Admins can easily design these templates using intuitive drag-and-drop functionality, making it simple to create and reorganize templates for quick adjustments whenever needed.
Create and manage tasks at scale
Allows bulk creation of tasks to multiple users or departments, automating the process. Managers can take ownership of these checklists within their teams, ensuring tasks are delegated and completed on time.
This ensures that both new hires and their managers can confirm key milestones are met through co-completion of Task Groups, setting clear expectations for all involved.
Real-time Monitoring and Reporting
Provides real-time tracking of task completion. Detailed reports give managers and admins insights into task status, bottlenecks, and areas needing attention. Managers are provided with a clear and comprehensive overview of their team’s progress, for example, On-the-Job Training verification and Practical Assessments, which can be completed efficiently.