Using Checklists with your Tasks

At LoftyWorks, we have provided users with the ability to create specific checklists for you to complete linked to Tasks.

These can be extremely useful for ensuring that you always follow the same process for key tasks and can scale efficiently.

Locate Settings within the menu followed by Task Checklists. Once you're here, you can select Create New to create a new Checklist template

Within this pop-up, enter all the repeatable actions you would to include in your Checklist

Now, when you open a Task, you can select Add Checklist

Once you have done this, whoever has been assigned to the Task can work through their checklist to complete the activity