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Checklists ✔️

Checklists ✔️

Manage checklists launched from your templates and ensure their follow-up.

7 articles
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Written by Chris Rohrbach

Start a checklist

Start a checklist from a previously created template to manage recurring procedures.
Chris Rohrbach avatar
Written by Chris Rohrbach. Updated over a week ago

View checklists

View the checklists of your templates in mosaic or list format. Sort them according to the different modes available.
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Written by Chris Rohrbach. Updated over a week ago

Checklist settings

The settings allow you to set up a checklist.
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Written by Chris Rohrbach. Updated over a week ago

Edit the reference date of a checklist

Enter a new reference date to reschedule all the tasks in your checklist.
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Written by Chris Rohrbach. Updated over a week ago

Export a checklist

It is possible to export a checklist in three types of format: PDF, Excel and CSV.
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Written by Chris Rohrbach. Updated over a week ago

Archive / Unarchive a checklist

It is possible to archive a checklist and cancel this action if necessary.
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Written by Chris Rohrbach. Updated over a week ago

Delete / Restore a checklist

It is possible to delete a checklist and cancel this action if necessary.
Chris Rohrbach avatar
Written by Chris Rohrbach. Updated over a week ago