Checklist Templates: Definition, Creation, and Management

A checklist is an organized list of tasks designed for efficient task management and monitoring. Checklist templates standardize tasks associated with routine actions like onboarding or transferring employees. Each template defines tasks, performers, completion criteria, eligibility profiles, and allocation rules. Tasks can be sequential or parallel, mandatory or optional, and assigned to specific roles or individuals. Checklist templates facilitate automatic allocation during specific actions or manual assignment as needed. They also support notifications, reminders, and task monitoring, enhancing overall process efficiency and accountability.

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