Using Checklists

Accelo version
v3
v4

Checklists for your Tasks

When creating a task in Accelo, you may want to cleanly lay out all of the key to-do items to ensure the task is completed properly.

Using the Checklist feature, these key to-dos can be easily listed, marked and tracked to ensure your tasks stay on track. When a checklist item is marked as completed, Accelo will record which user completed it.

Using this guide, you can:

Adding a Checklist when Creating Tasks

  1. On the task creation dialog box, scroll down to the Checklist option. To add an item, click Add Checklist Item.

  2. To add a checklist item, type the item name in the Enter an item name field. Hit Enter when complete.

  3. When the checklist has been created, click Save to finish creating the task.

Adding Checklists to Pre-Existing Tasks

  1. Navigate to a task in Accelo. Click on the task to open the task draw.

  2. Towards the bottom of the Overview tab navigate to the checklist section, and click add checklist item.

  3. To add items to the checklist, type the items description, click add checklist item.

  4. To remove a checklist item, click the trash icon on the right side of the item name.

 

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