How to create checklists

Ben

Last Update vor einem Jahr

Checklists can help map out what needs to be done to complete a larger task, making it easier for your team to keep on track.

Checklist items can then simply be ticked off to show they're done! Here's how to set up a checklist in FieldWorker.


Add a new task under the "New" section

Go to "New" in the side panel, followed by task.

When creating a task, you can define the type of task in question. One possible type of task is "Checklist".

This will mean the task will appear as an item to be ticked under the assigned employee's "Checklists" section in the FieldWorker mobile app.

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