Create a Checklist in Task Manager
NOTE
This article is for NCCO Task Manager. Learn more about Task Manager.
A checklist is a form type that can be created in Task Manager and added to a compliance profile.
Steps:
1. Log in to the Task Manager admin dashboard in the United States at taskmanager.us.ncco.com, or in Europe at taskmanager.ncco.com.
2. Click the Forms tab on the side bar.
3. Click Create/Edit Forms - Checklists - Inspections.
4. Click Create/Edit.
OPTIONAL: Copy an Existing Checklist
Click Copy Existing to duplicate an existing checklist.
5. Type the Checklist Name.
6. Under Frequency, select which days of the week the checklist should be completed.
7. Type the New Checklist Item.
8. Click +Add Description to add additional details.
9. Click + Add Item to add more checklist items, and click and hold the drag dots, then drag to reorder items.
10. Click Save Changes.
11. Click + Add to Profile for the compliance profile.
NOTE
After this pop-up, forms can only be added to a compliance profile from the compliance profile module.
12. Adjust the Order the forms will appear, then click Save Changes.
For additional assistance, contact supporttm@ncco.com
