Setup Your Checklists
- Each checklist represents a process that you complete over and over in your organization.
- You can create as many checklists as you need for your organization.
- Each checklist can contain an unlimited number of tasks.
Automated Task Entry
- You can easily copy checklists with just a few mouse clicks.
- Each time a checklist is copied, all of the items on the checklist are added to the task list for you so no one ever has to type in the things that need to be done.
- Add even hundreds of tasks from a checklist to your task list in less time than it would take to write just one of them down on your to do list
Work More Efficiently By Keeping Your Task List Concise
- When your checklists are properly configured, NetChecklist only displays the tasks that you actually need to do at a given time.
- Stop wasting time thinking about what you need to do, and worrying about what you may have forgotten to do.
- Stop having to read through a long list of items on your to do list or on a paper checklist trying to figure out what you NEED to do and CAN do at at a given time.
Create Task Dependencies
- Many times, certain tasks can't be completed until other tasks on the checklist have first been completed.
- For these types of tasks you can easily create dependencies between the tasks on your checklists.
- When a checklist containing dependencies is copied, any tasks that are dependent on others will remain hidden until all the tasks they're dependent on have been completed.
- It makes no difference which members of your team the dependent tasks and the tasks they're dependent on are assigned to.
Deliberately Delay Certain Tasks
- Some tasks don't need to be done at the very beginning of a process.
- Easily configure your checklists so that these types of tasks won't show up on your task list until they actually need to be done.
- This keeps your to-do list from being cluttered up with things you don't need to do yet.
Checklist Dates
- Some things don't need to be done until some milestone in the process arrives or approches.
- Checklist Dates prompt the user to enter a milestone date at the time the checklist is being copied - like the scheduled closing date of a real estate transaction.
- Any of the tasks from the checklist can then automatically be assigned based on whatever date the user enters - with both lead and lag times possible.
Put Tasks on Hold
- When things that you don't need to do yet or can't do yet do show up on your task list, you can very easily put them on hold for a few days.
- These tasks will then disappear from your task list and reappear the specified number of days later.
- This allows you to continue to focus on the things that you actually do need to do without worrying that you'll forget about these things altogether.
Checklist Branches
- Checklist branches allow the application to automatically copy additional checklists for you in certain situations that you specify.
- All the user has to do is answer a question and the application will copy the appropriate checklists.