How Do I Assign People to Checklists?

 

You can assign users to work on individual checklists, letting you track their progress and activity while showing them what they need to be working on.

You can also assign groups to both regular checklists and scheduled checklists to manage multiple user permissions at once.

Users: In order to assign people to checklists, you must be an Administrator or a Member of your organization. 

How to assign users to an active checklist

To assign a user or group you need to be viewing an active checklist. Click on the blue card to open your checklist.

Note: If you can’t see the checklist you want, search for it by name by using the search box in the left side menu.

Click the “Assign users” button in the right-hand menu. Search or scroll to find the name or email address of the user or group you want to assign to the checklist, then click their name to assign them.

When you assign a user or group to a checklist, they will receive an email notification to alert them.

You can also invite someone to your organization as a guest (and assign them to the checklist) by entering their email address into this field.

View user activity

To see the activity feed of an individual user or group, click on their profile picture or group icon in the right hand menu. This allows you to see their activity across any templates or checklists they are assigned to.

Checklist activity

To see the activity feed of the checklist, click on the activity button in the right hand menu. Scroll down to see more activity, including a list of all the activity on this checklist.

Unassign a user from a checklist

To remove a user or a group from a checklist, click their profile picture or group icon in the right-hand menu, then click “Unassign user”

Learn more about templates, checklists, and user permissions.


 

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