Introduction to checklists
Checklists, or task lists, are used for activities that follow a predetermined scenario.
(e.g. employee arrivals/departures or birthday/work anniversary celebrations).
They function as a structured list of tasks that is always assigned to a specific person, which is why checklists are created
directly on the employee card to which they relate. Each task is then clearly trackable, including its status, solver and completion date.
Signpost
📋 Creating checklists
Basic procedure for creating a new checklist.
Manually adding a checklist step by step.
Adding a checklist using a pre-made template.
🧩 Checklist templates
Creating new templates and managing existing templates.
📝 Solving tasks
Solving a task from the checklist by one solver.
The procedure for solving a task to which multiple solvers are assigned - the task can be completed by one of them or all of them.
⚙️ Permissions
Setting access and rights for working with checklists.
