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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”

 

 

How can I edit a checklist?

To edit a checklist, follow the steps below:

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

 

 

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”.