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Using Checklists

Checklists for your Tasks

When creating a task in Accelo, you may want to cleanly lay out all of the key to-do items to ensure the task is completed properly.

Using the Checklist feature, these key to-dos can be easily listed, marked and tracked to ensure your tasks stay on track. When a checklist item is marked as completed, Accelo will record which user completed it.

Using this guide, you can:

Adding a Checklist when Creating Tasks

  1. On the task creation dialog box, scroll down to the Checklist option. To add an item, click Add Item.


    Checklist Create a Task 3
  2. To add a checklist item, type the item name in the Enter an item name field. Hit Enter when complete.

  3. When the checklist has been created, click OK to finish creating the task.

Adding Checklists to Pre-Existing Tasks

  1. Navigate to a task in Accelo. Click on the task to open the Task Details dialog box.

  2. On the right side of the dialog box, you will find the Checklists section.


    Activity Card 2
  3. To add items to the checklist, type the item name in the Enter an item name field.

  4. To save the checklist, click the Save checklist button.

    Save Checklist button3


  5. To remove a checklist item, click the X on the right side of the item name.

 

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