We all work with checklists. Whether it’s just a shopping list or a packing list for a trip, or a surgical checklist that is checked after an operation so that no tools are forgotten in the patient’s body and lives have already been saved. That’s why we thought
1Tool now offers functions in the “Checklist & Inspection” area
With the 1Tool Tasks module, you now also have the option of creating checklists directly in a task.
Unnecessarily long sentences and descriptions in tasks can be confusing and distract from the essentials, which is why we have added checklists to our tasks in the 1Tool CRM.
This checklist offers you the following advantages:
- You don’t forget anything important
- it saves time
- they provide an overview of the essential points to be completed in the respective task
- They are important helpers and serve to increase efficiency
Here is a short video where you can see how easy it is to use the checklist.
You can activate this feature in your CRM under: Settings > Organization > Tasks > Views
Simply edit your set view there and drag the “Checklist” field in the columns to the desired position and save.
Have fun and success with it!
