How to create a new checklist

Switch to a more effective way of executing recurring tasks. Create a specific checklist, add tasks, and assign them to your employees. Your employees can become familiar with the process and all execute tasks in the same way. Team performance gets a boost through measuring time spent on tasks and by monitoring their execution. 

To create a new checklist, go to the Checklists module and click on Add New in the top right corner of the screen. 

A modal New Checklist window will pop up. Enter all information required into the fields. Click the link to find out all about checklist details.

Review the information and click Save. 

Note! Users can view the checklist information only with the relevant permission/access right given by the administrator. 

Note! Vault Synapse is a highly customizable tool, meaning certain parts and functionalities of the application can be additionally built-in or customized based on your business needs and preferences.