Team Members and Managers

Team Members can complete your processes. There are two ways this works. 

Recurring Checklists

  1. Create a personal checklist.
  2. Click on the Share button at the top right of the checklist. 
  3. You have the option on the drop-down to set up recurring checklists, share checklists, or embed checklists. 

To set up recurring checklists; 

  1. Click on recurring checklists.
  2. Copy the link
  3. Send or share
  4. That person can "Run Process" over and over

Collaborators can work on the same exact checklist you are working on.

Team Reminders

You can easily set up team reminders on Checkli. This is how it works.

  1. Click on the three dots and scroll down to Team Reminders.
  2. Add the reminder name, due dates, team member's name, and email so you can send them email reminders to complete recurring processes.
  3. Select a color for your reminders (will be added to the calendar, calendar in Beta.)

Managers get notifications when processes are complete.

Add managers for team members to submit work to when they finish a process.

*Note: Team members and managers don't need logins.