Checklists

What are checklists?

Use checklists to group one or more tasks into a specific time period. The period defines the time limit in which the tasks can be processed within the checklists.

 

 

How can I add a checklist?

To create a checklist, follow the steps below:

• Click on “Checklists”
• Click on the “+” symbol
• Enter a title
• Optional: Enter a description
• Optional: Add a range to the list
• Select the start date & time
• Select end date & time
• Set the “Repeat” setting
• Optional: Add a “Signature“
• Optional: Activate the “Notification settings“
• Add “Tasks“
• Click on “Save”

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How can I edit a checklist?

To edit a checklist, follow the steps below:

• Click on the checklist
• Edit the checklist
• Click on “Save”.

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How can I delete a checklist?

To delete a checklist, follow the steps below:

• Click on the checklist
• Scroll all the way down
• Click on “Delete this checklist”.
• Click “Yes”.

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