Enabling Checklist for Tasks
Isabella R. avatar
Written by Isabella R.
Updated over a week ago

We're thrilled to announce a new enhancement in Teamflect: the ability to add checklist items within the Tasks module!

This feature allows your users to define and manage action items more efficiently.

To get started, follow the simple steps below:

1. Visit the Tasks Module in the Admin Center

Access the admin center at https://admin.teamflect.com and navigate to the Tasks module.

2. Locate "Allow Checklists in Tasks"

Once in the Tasks module, look for the option "Allow checklists in tasks." It's designed to give you control over whether or not your users can use checklist items within their tasks.

3. Toggle the button

Enable this feature by toggling the button. Once activated, your users will have the capability to define and manage checklist items for the tasks assigned to them.

Examples of Use Cases

1. Project Management

Create a task for a project milestone.

Use the checklist to break down the steps needed to achieve the milestone.

Users can mark off items as they complete each step.

2. Event Planning

Assign tasks related to event preparation.

Utilize the checklist for detailed sub-tasks like venue booking, guest invitations, and catering arrangements.

3. Daily To-Do Lists

Empower users to create daily to-do lists as tasks.

The checklist allows for easy tracking of completed items throughout the day.

Note: If you have inserted checklist items in your recurring tasks, they will also reoccur with the task.

  • By enabling this feature, you're enhancing the task management experience within Teamflect and providing users with a more granular approach to organizing their work.

  • If you have any questions or encounter any issues during the process, feel free to reach out to our support team. We're here to ensure a smooth transition and help you make the most of this exciting new feature.

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