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Adding documents to Checklists
Adding documents to Checklists

How to add documents to checklist

Maisie Miller avatar
Written by Maisie Miller
Updated over a week ago

Make sure people are reading the documents you need them to during onboarding or training. You can now add documents to checklist and your team can check off once the've read them.

To add a document to a checklist template:

  1. Head to 'Checklists' which can be found under the 'Grow' section.

  2. Select the checklist template you want to add a document

  3. Click edit on the task you want to change or create a new task 

  4. Under 'Add an attachment', select 'Yes'

  5. Select the document you want to attach

  6. Click on 'Save Task'

To add a document to a team member's specific checklist:

  1. Head to their profile and select 'Grow' tab

  2. Scroll down to the checklist section

  3. Select the checklist  you want to add a document

  4. Click edit on the task you want to change or create a new task 

  5. Under 'Add an attachment', select 'Yes'

  6. Select the document you want to attach

  7. Click on 'Save Task'

Note: People in your team will only be able to read or attach certain documents if they have the right permission level  👍

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