Manually adding a new checklist
You don't have to add checklists only from templates. You can create your own completely new checklist,
which has no predefined tasks.
To create a new checklist, click on the employee's profile in the Checklists section, click Add new checklist, then enter a name and select a category (1) for your checklist. Save by clicking the Add new checklist button (2).
After saving, you can add individual tasks to the checklist by clicking Add new task.
A task detail form will open on the right, which is divided into 3 sections:
- What is it about?
- Who is solving this?
- Until when?
1. What is it about?
- Enter a name.
- Select a task category. If you have permissions, you can manage individual categories in Settings > Checklist Templates > Checklist Categories.
- You can enter a description for the task.
2. Who is handling this?
- The author is automatically pre-filled by the task submitter.
- Select a solver.
- Choose how the task will be completed with multiple solvers:
- Completion by one solver - it is enough for one of the solvers to take over and complete the task
- Completion by all solvers - the task must be completed independently by each of the assigned solvers.
3. Until when?
- Select a date by which the task should be completed.
- If you want to assign the task directly to the solver, check the Assign task checkbox.
- Save using the Add new task button.
After saving, the newly created task will appear in the task list.
If you have activated the Assign task checkbox, the task has been automatically assigned to the solver. You can recognize it by the fact that it is marked in yellow and has the status Incomplete.
In the opposite case, i.e. if you left the Assign task checkbox empty, the task is marked in red and has the status Not assigned, i.e. the task has not yet been assigned to the solver.
If you want to assign such a task to a solver, click the Select and assign task button in the yellow box above. Check the tasks you want to assign and confirm.
The system will automatically assign the task to the solver and send them a notification.
At the same time, a new request will be created for them.
The task is now marked yellow and has a status of Incomplete.
