Docs Airdesk (EN)
  • Airdesk Documentation
  • Before You Start
  • Introduction
  • 💻Interface
    • Overview
      • Navigation
      • Filters
      • Summary
      • Menu (+) and (---)
      • Views
      • Favorites
    • Authentication
      • Reset Password
    • User
      • Add
      • Search
      • Notifications
      • Activity
      • Edit Profile
      • Inbox
    • Dashboards
    • Contacts
      • Accounts
      • Contacts
      • Import
    • Sales
      • Deals
      • Contracts
      • Subscriptions
      • Classification
      • Billing
    • Services
      • Calls
      • Projects
      • Cases
      • Tasks
        • Checklists
      • Time
      • Automation
        • Interface
        • Key Concepts
        • Elements
        • Variables
      • Pipelines
    • Marketing
      • Social Media
      • Email Signature
    • Reports
      • Services
        • Timesheet
        • Tasks
        • Cases
        • Projects
      • Sales
        • Contracts
        • Deals
        • Classification
    • Administration
      • Dashboard
        • General
          • General
          • Exports
        • Companies/Subsidiaries
        • Departments
        • Teams
        • Users
          • Invitations
          • Permissions
        • Widget for website
        • Additional Widget Options
        • Email Inbox
        • Domains and URL's
          • SPF Record
          • DKIM Record
          • Return Path
          • MX Record
      • Deals
        • Account Type
        • Deals
          • Reasons for loss
          • Reasons for cancellation
        • Contracts
          • Types of contract
        • Subscriptions
          • Types of subscription
      • Services
        • Calls
          • Pipeline
          • Reasons for cancellation
        • Projects
          • Project types
          • Reasons for cancellation
        • Cases
          • Reasons for cancellation
        • Tasks
          • Reasons for cancellation
          • Checklist Template
        • Time
          • Types of time
          • Inefficient time ratios
      • Marketing
        • Social Media
          • Schedule of Publications
      • Pipelines
    • Security
  • 🚧Help / Support
    • How to ask for help
    • Changelog
    • Roadmap
    • FAQ
    • API
  • 🔧Resources
    • Docs Portuguese
    • Official website
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  1. Interface
  2. Services
  3. Tasks

Checklists

Create checklists and checklist templates.

PreviousTasksNextTime

Last updated 4 years ago

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In order to facilitate the accomplishment of tasks, you can create checklists.

The checklists allow you to add fields with details about tasks to remind you to execute them in the future. You can organize tasks according to their priority by moving each item up or down.

You can also create a checklist template that is stored in the system. You can use as many times as you want and change it for each specific case.

It also allows you to search for a specific item.

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