Checklists and Workflow

Any wiki article can also incorporate interactive checklists, or objectives. These can be useful to track your organization's procedures as they're executed. They can also be used to implement simple workflow, transferring and requesting information from one user to another.

You can add checklists to your page simply by clicking the checklist button in the text editor when inserting or updating articles to add, or convert text to, a checklist item.

When committed, this will appear as a link that, once clicked, will mark that checklist entry as complete. It will first pop-up a form to the user where they can enter in some notes, a value, or fill out a form, and this will appear in the page next to the complete checklist entry.

We'll discuss the various options in the sections below.

Note: By default checklists are per-user. When you start checking off items, they will only be checked off for you. If another user goes to the page they will not see you checking off items. To change this, update the page and change the Checklists type to be Shared, or Objectives.

At the end of each started checklist entry there is a link that can take you to the task record for that checklist entry. From this you can assign the individual task to other users, schedule it for a certain date, add sub-tasks and all the other features available in Task Management.

You can also use the checklist feature to manage your organizations Objectives. For more information on doing this, please visit our section on Objectives.

For more complex workflow, consider our workflow management product WorkflowFirst.

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Up Since 6/3/2021 11:13:40 AM