Using Checklists

The Checklists module helps you track task completion for employees. Whether it's onboarding a new hire, processing a separation, or any recurring set of tasks, checklists ensure nothing gets missed and provide a clear audit trail of who completed what and when.

Accessing Checklists

Navigate to VIEW => Checklist from the main menu. You'll see a list of all checklists you have access to, showing:

• Employee name
• Checklist type (template name)
• Progress bar showing completion percentage
• Status (Active or Closed)
• Flagged items indicator

Use the filters at the top to narrow down by status, template, or employee.

Starting a New Checklist

1. Click the New => Checklist button
2. Select the template (checklist type)
3. Select the employee this checklist is for
4. Optionally, check Restrict editing to limit who can update the checklist
5. Click Start Checklist

Note: An employee can only have one active checklist of each type at a time.

Working With a Checklist

View Options

Toggle between two views using the segmented control at the top:

• List View: Traditional table format showing all items with checkboxes
• Kanban View: Visual board with Pending and Completed columns - drag and drop items between columns

Completing Items

In List View:

1. Click the checkbox next to an item to mark it complete
2. Click again to uncheck if needed

In Kanban View:

1. Drag an item from the Pending column to the Completed column
2. Or click the checkmark button on the item card

Flagging Items

Click the flag icon on any item to mark it as needing attention. Flagged items appear with a red indicator and are counted in the checklist summary.

Use flags to highlight items that are:

• Blocked by something else
• Need follow-up
• Require supervisor review

Adding Notes

Click the note icon on any item to add comments. Notes are saved automatically and visible to anyone viewing the checklist.

Use notes to:

• Document important details
• Explain delays
• Record relevant information

Assigning Items

Click the avatar/assignment icon to assign specific users to an item. Assignments help distribute work and clarify responsibility. Multiple users can be assigned to a single item.

Closing a Checklist

Once all items are complete (or you need to finalize the checklist):

1. Click the Settings (gear) icon
2. Select Close Checklist
3. Confirm the action

Closed checklists become read-only and serve as a permanent record. They can be reopened if needed by administrators.

Activity Log

Click Activity in the navigation to view a complete audit trail of all actions taken on the checklist, including:

• Who completed items
• When notes were added
• Any status changes

This log cannot be edited and provides accountability.

Tips for Success

• Check the checklist daily to stay on top of pending items
• Use flags to highlight blockers and communicate issues
• Add notes to document decisions and important details
• Assign items to specific people to clarify ownership
• Use Kanban view for a quick visual overview of progress