The checklist is part of a publication and allows a user to create a list of actions or steps to achieve.
Who should read this article?
This article is for administrators, members and guests.
Who can use this feature?
All members of the platform, whatever their status, can use it.
Standard and Premium
The checklist is available in the ‘Standard’ and ‘Premium’ plans.
The creation of a checklist
The checklist can be created in two ways:
- You can click on the checklist button directly from the general news feed or from a group.
- You can first create a publication and click on the checklist button in the publication options.
You can add a recipient, title and content to your publication, and then a title to your checklist(s). It is possible to create as many checklists as you wish.
Once the checklist is published, a percentage of progress is visible to all members of the group concerned and allows you to follow the project.
Each proposal created will be associated to a checkbox that can be checked once the action has been completed.
Each item can be assigned to all members of the group. The users will be directly notified by email. Once the action has been performed, the user can check the corresponding box.
Good to know : all members with access to the checklist can check the boxes.
Tips and good practices
- Good to know : once the box is checked, you can leave a comment to notify all group members (there’s no notification when a user check the box)
- The checklist is an opportunity to highlight the work of a team. Do not hesitate to pin it in the group.
Project management, checklist, actions, work