How to assign checklist tasks to specific employees

Talexio Support
Talexio Support
  • Updated

You can assign a checklist to one employee and then assign checklist items to specific employees. The checklist items which are assigned to specific employees may only be viewed by that employee. 

  1. Go to Checklists page
  2. Click on the Add New Checklist button on the top right-hand side
  3. Fill in all Checklist Details 
  4. Add Checklist Tasks by clicking on the Add icon on the bottom right-hand side. 
  5. Click on Edit Item icon at the end of the row of the relevant task
  6. Select Assignee drop-down menu and select relevant employee
  7. Click Save
  8. The employee will then receive an email with the checklist