How Do I Subscribe to Templates or Checklists?

If you find yourself wanting to know every detail about a process, the subscribe feature might help you, as you receive email notifications for every update.

 Some example situations:

  • You have time sensitive checklists and want minute-by-minute updates of what’s happening.
  • You are waiting for an update from a client, and want to know exactly when they check tasks and attach that important file.

Users: In order to subscribe to a Template, you must be an Administrator or a Member. Admins, Members and Guests can subscribe to Checklists. 

Subscribing to a template will notify you when:

  • the template is archived or unarchived
  • anyone edits the template
  • any checklists from the template are updated to a newer template version
  • any checklists from the template are completed, created, archived or unarchived

Subscribing to a checklist will notify you when:

  • tasks are checked or unchecked
  • anyone comments on the checklist
  • any attachments are added
  • a checklist is completed or reactivated
  • a checklist is archived or unarchived

Note: If your process is very active and you do not want numerous email notifications, subscribing may not be the best action for you. See Task Assignments & Due Dates

How to subscribe to a Template

Start by clicking the cog next to the template’s name in your home dashboard. Next, click the “More” button in the right-hand menu and finish by clicking the “Subscribe” button.

A green tick will now be displayed next to the “Subscribe” button. This is also how to tell if you’re already subscribed to a template.

How to subscribe to a Checklist

Open the checklist you would like to subscribe to. Click the subscribe button in the right hand menu under “Checklist options”.

A green tick will be displayed next to the “Subscribe” button. This is also how to tell if you’re already subscribed to a checklist.

Learn more about email notifications.


 

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