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Checklists ✔️
Manage checklists launched from your templates and ensure their follow-up.
Checklist settings
The settings allow you to set up a checklist.
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Edit the reference date of a checklist
Enter a new reference date to reschedule all the tasks in your checklist.
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Start a checklist
Start a checklist from a previously created template to manage recurring procedures.
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Archive / Unarchive a checklist
It is possible to archive a checklist and cancel this action if necessary.
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Export a checklist
It is possible to export a checklist in three types of format: PDF, Excel and CSV.
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View checklists
View the checklists of your templates in mosaic or list format. Sort them according to the different modes available.
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Delete / Restore a checklist
It is possible to delete a checklist and cancel this action if necessary.
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