How to use Checklists
A checklist is a type of informational job aid used to reduce failure by compensating for potential limits of human memory and attention. It helps to ensure consistency and completeness in carrying out a task. A basic example is the "to do list." A more advanced checklist would be a schedule, which lays out tasks to be done according to a time of day or other factors. A primary task in a checklist is documentation of the task and auditing against the documentation.
Checklists is a project-based module. Before start using it, you need to enable the module on a particular project. To do so, go to project's Settings: Modules: tick the checkbox "Checklists" and save.
Moreover, make sure you have the project permissions to view and edit checklists on your role. This can be set by Administrator in More: Administration: Roles and permissions.
Once checklists are enabled and you have the necessary permissions, you can find them on the project's tasks. Just open any task and you see there is a Checklists section above the journal. To add a new checklist, click on the small green circle with "+" symbol, enter the name and finally click on the floppy icon to save the checklist.
Now, the checklist name appears within the section and you can add new items to it. To add a new item, enter the name and click on the floppy icon. The cross icon will cancel the item. As the created items sort into columns, you can select the number of columns show. Using the trash icon, you can delete a whole checklist.
Global templates and settings
You can find the global checklist templates and settings in More: Administration: Checklist templates.
To add a new checklist template, click on the green button at the upper right. Then enter the checklist name, item subjects and select projects where to use the template. Then whenever you create a new task of the projects, this default template will be used unless you manually change the checklist on a particular task.
Moreover, on the main menu of Checklist templates, there is also a button called Checklist settings. In there, you can set up whether to save changes made on checklists to history (sends email notifications) as well as to change done ratio of a task based on the portion of checklist items done (ticked checkboxes).