Overview
Checklists allow you to create predefined lists of subtasks that can be assigned to a task, making it easy to handle repeated actions within a single task rather than creating separate tasks for each step. Checklists are shared across the entire company.
Managing Checklists
- Search for an existing checklist by title or description.
- Edit or delete existing checklists as needed.
- Click Add New Checklist to create a new one.
The Add and Edit Checklist forms allow you to set a Name, Description, and add individual items to the checklist. Items can be edited, reordered, and removed.
