Creating checklist tasks with assignments and reminders is now faster and more streamlined. Instead of hovering over each item and clicking the three-dot menu, you can now quickly assign staff members and set reminders directly when adding new checklist items.
Quick Assignment Options
- New Assignee dropdown lists all staff members
- New Reminder dropdown includes common time options
- Set both assignee and reminder without opening the edit window
Improved Reminder Options
The Reminder dropdown includes:
- Navigate to Job - reminder when staff navigate to the job site
- Check In - reminder when staff check into the job
- Check Out - reminder when staff check out of the job
- Today - automatically sets to 1 hour before end of business hours
- Tomorrow - sets to 1 hour after start of business hours
- Monday - sets to the next Monday at business hours
- Custom - opens the full edit window for specific date and time
How to Use
- From the Details tab of a job card, under Checklist, click New Item
- Enter your checklist task in the text field
- Use the Assignee dropdown to select a staff member (optional)
- Use the Reminder dropdown to set when the reminder should appear (optional)
- Press Enter to save the checklist item
