Assigning checklists

About

Checklists allow you to automate processes by identifying and assigning activities to users. This can be used for a variety of processes, for example:

• Onboarding employees

• Conducting exit interviews

• Managing a desk move

• Identifying employee learning needs

This article will take you through the process of setting up Checklists templates. 

First you need to set up Checklist Templates - take a look at the following article for more information: Checklist Templates.

Assigning Checklists

Checklists can either be automatically or manually assigned.

Automatic assignment is set on the Checklist Template. Read more about Checklist Templates here. 

To manually assign a Checklist, go to Checklists > Assign New Checklist. 

This will take you through the Assign Checklist wizard.

Step 1 - Getting Started:

Select Template

Choose your Checklist Template or create a Checklist ad-hoc (define the Checklist steps as part of this process). 

Select Collaboration Mode

Choose whether multiple employees are to complete the same Checklist or to bulk assign the Checklist to multiple users. 

Select Associated Employee

Set whether the Checklist is about a specific person. 

Step 2: Review Items

Optionally update the default items or assigned to for this specific Checklist. Note, if you have set the Checklist Template template to not allow override, you will not be able to edit anything at this stage.

Step 3: Assign

Any users identified in the Assigned To column on the previous step will be automatically added to the share list, you can add any other additional employees at this stage too. 

You can also set the Due Date on this page.

Step 4: Notifications

Any default notifications from the Checklist template will show here, you can also add any further notifications you need, as well as an Action Message. 

When you're happy with all the component parts, click Assign.