Note: Only admins or super admins are able to do this.

Need team members to view a training video during their onboarding or perhaps buy a laptop for a new starter? Easily add hyper links to your Charlie checklists!

To add a link to a checklist task:

  • Go to the Grow tab on the lefthand side

  • Click on Checklists

  • Select the Checklist template you are wanting to add the task to

  • Click 'New Task'

  • When inputing the task enter the text you want displayed in [ ] and the URL in ( )

    • [Buy a Computer](

      • Make sure there is no space between the [ ] and ( )!

  • Click save

You will then have a hyperlink in your checklist!

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