Completing a Checklist

Complete a checklist and create follow-up tasks to notify your team when something needs to be done.

To complete a checklist and create subsequent follow-up tasks in OwlOps follow these steps: 


  1. On your dashboard, click Checklist drop-down and select the checklist that needs to be completed.  

  2. As you complete the checklist, if a line item is not up to standard or incomplete you have the option of creating a follow-up task. 

  3. You will then be prompted to create and assign a follow up task that will act the same way that all other task creations work in OwlOps. Click Save at the bottom of the page and the follow-up task will appear on the dashboard of the person it was assigned to.