PRODUCT - CHECKLISTS - CREATING & EDITING CHECKLISTS (ADMINS)
Create, assign, and manage checklists that drive daily execution
Modeeri
Last Update a month ago
In this article :
• What checklists are and how they work
• Creating a checklist
• Adding tasks to a checklist
• Editing or archiving checklists
• Checklist best practices
• What checklists are and how they work
• Creating a checklist
• Adding tasks to a checklist
• Editing or archiving checklists
• Checklist best practices
What checklists are and how they work
Checklists are the foundation of execution in Modeeri.
They define:
• What needs to be done
• Who is responsible for doing it
• Where it applies
• When it should be completed
Checklists only appear for:
• The roles they are assigned to
• The branches they apply to
• The time window they are scheduled for
This ensures tasks reach the right people at the right time.
They define:
• What needs to be done
• Who is responsible for doing it
• Where it applies
• When it should be completed
Checklists only appear for:
• The roles they are assigned to
• The branches they apply to
• The time window they are scheduled for
This ensures tasks reach the right people at the right time.
Creating a checklist
Creating a checklist in Modeeri happens in.
First, you define how the checklist behaves.Then, you add the tasks that need to be completed.
First, you define how the checklist behaves.Then, you add the tasks that need to be completed.
Step 1: Define checklist details
When you click Create Checklist, start by defining the checklist settings. These settings control when the checklist appears and who is responsible for completing it.
Checklist name :
Use a clear, descriptive name so users immediately understand the purpose.
Frequency :
How often the checklist appears.
For example daily, weekly, monthly or yearly
Duration :
How long the checklist remains active once it appears.
Start time :
When the checklist becomes available to users.
Due time :
When the checklist is expected to be completed.
Expiry time :
When the checklist disappears if it has not been completed.
Assignment :
Choose whether the checklist is assigned to:
Checklist name :
Use a clear, descriptive name so users immediately understand the purpose.
Frequency :
How often the checklist appears.
For example daily, weekly, monthly or yearly
Duration :
How long the checklist remains active once it appears.
Start time :
When the checklist becomes available to users.
Due time :
When the checklist is expected to be completed.
Expiry time :
When the checklist disappears if it has not been completed.
Assignment :
Choose whether the checklist is assigned to:
- A specific role
- A specific user
Manager Approval (optional): Turn this on if you want a manager to review and approve the checklist before it counts as fully completed. Once enabled, select the role responsible for reviewing and approving this checklist.
How it works once a checklist is submitted for approval:
Good to know: The role you assign must have permission to approve checklists this is set up under Roles. Checklists awaiting review can be found under Checklists > Approvals.
How it works once a checklist is submitted for approval:
- If the manager approves it, the checklist is marked as complete.
- If the manager rejects it, the user who submitted it receives a notification with the manager's comments explaining the reason for rejection. The user can then make the necessary corrections and resubmit the checklist for approval.
Good to know: The role you assign must have permission to approve checklists this is set up under Roles. Checklists awaiting review can be found under Checklists > Approvals.
Step 2: Add tasks to the checklist
Once the checklist details are saved, you can begin adding tasks.
Tasks are the individual actions users must complete to submit the checklist.
Tasks are the individual actions users must complete to submit the checklist.
Adding tasks to a checklist
When adding tasks, follow these best practices:
When adding tasks, follow these best practices:
- One action per task
- Clear and specific wording
- Avoid vague instructions
- Choose the appropriate Response type
Bulk uploading tasks
Instead of adding tasks one by one, you can use Bulk Upload to add multiple tasks at once from a spreadsheet.
To bulk upload tasks:
Instead of adding tasks one by one, you can use Bulk Upload to add multiple tasks at once from a spreadsheet.
To bulk upload tasks:
- Open the checklist template and go to the Bulk Upload section.
- Download the Excel template using the "download template from here" link.
- Fill in the template — enter each task's description, keep the rows numbered in order, and select the response type for each task.
- Upload the completed file using Browse Files or by dragging and dropping it.
Editing or archiving checklists
Editing a checklist
Editing a checklist in order to :
• Improve task clarity
• Adjust timing or frequency
• Change responsibility
Editing a checklist in order to :
• Improve task clarity
• Adjust timing or frequency
• Change responsibility
Archiving a checklist
Archive a checklist when it is no longer needed to :
• Stops future assignments
• Preserves historical completion data
Checklist best practices
• Start with fewer tasks
• Assign clear ownership through roles or users
• Review completion data regularly
• Adjust tasks based on real usage
• Avoid overloading any single role
• Assign clear ownership through roles or users
• Review completion data regularly
• Adjust tasks based on real usage
• Avoid overloading any single role
Good to know
If a checklist is not appearing as expected, review:
• Assignment to role or user
• Start time, due time, and expiry
• Frequency and duration
• Assignment to role or user
• Start time, due time, and expiry
• Frequency and duration