Checklist

Sometimes you want people to go through a checklist when making certain time entries. For example, BigBinary, a consulting company, asks its team members to go through the two checklists before they can enter PTO(Personal time off) in the timesheet.

Adding checklist to tasks

To add a checklist to your task, take the following steps:

1. Go to your project page in NeetoInvoice.

2. Click on Actions > Edit.

3. Click on Add checklist item.

4. Select the task name and enter the checklist item name.

5. If you want that user to select a checklist, then make that checklist item required.

6. Click on Save Changes.