Pre-Task Checklists enhance task creation by having your team troubleshoot issues before before a task is submitted.
Step 1: Enabling Pre-Task Checklists
Go to Setup / Company. In the Preferences section, make sure the 'Checklist Feature' checkbox is enabled.
Step 2: Creating Pre-Task Checklists
Go to Admin / Checklist. Enable the Pre-Task Checklist toggle. Add the line items you would to to include on the troubleshooting checklist.
Step 3: Applying the Checklist to Categories and/or Subcategories
Checklist Assignment: Category vs. Subcategory
Pre-Task Checklists can be assigned at different levels to fit your operational needs:
Category Level
Applies to an entire group, such as Equipment, Facilities, or IT. If a general troubleshooting checklist applies to all equipment, assign it at the Equipment category level.
Subcategory Level
More specific troubleshooting checklists can override category-level checklists.-
- Example: If a restaurant has a specific broiler troubleshooting checklist, it can be set at the Broiler subcategory level. When a user creates a broiler-related task, only the broiler checklist will appear instead of the general Equipment checklist.
NOTE:
- If a checklist is assigned at the Category level, all tasks under that category will use the checklist unless a Subcategory-specific checklist is assigned.
- If a Subcategory checklist exists, it will override the Category checklist for tasks created in that subcategory.
Step 4: Task Creation with a Pre-Task Checklist
- If a Pre-Task Checklist applies, it will appear before the user can submit the task.
The user must complete the checklist before proceeding.
