Checklist

1. Open the “Checklists” Section

From the main menu at the top of the screen, go to the “Checklists” section.

2. Click “Add Checklist”

The button is located in the upper left part of the page.

A new checklist creation form will open.

3. Enter Basic Information

In the first step, fill in the following fields:

• Checklist name

• Description (optional)

• Location, department, and position — at least one combination is required

• Assign a specific employee as responsible (optional)

• Select “Save as template” if you plan to reuse this checklist later

4. Set Task Parameters

In the second step, specify:

• Recurrence type (one-time, daily, weekly, etc.)

• Start and end time

• Time zone

• Minimum passing score (in %)

Optional settings:

• Allow checklist completion only within a specific location

• Enable manager notifications

• Require manager approval

• Assign managers responsible for review

• Allow or restrict photo uploads from the gallery

5. Add Sections and Items

In the final step, build your checklist structure:

• Add one or more sections

• Within each section, create individual items

• Enter the task text

• Choose the answer type (text, Yes/No, multiple choice, etc.)

• Assign points for correct completion

• Mark if an item is mandatory, requires a photo, or must be completed on-site

6. Save the Checklist

Once all fields are filled in, click “Save.”
Your checklist will be created and ready to assign to employees.