Checklists

The Checklists module provides an efficient way to create templates for recurring tasks. It allows users to run repetitive processes, assign them to team members, track the time spent on each task, and monitor completion progress.

You can enable or disable time tracking for checklists by toggling the switch in the configuration settings. When enabled, the gear icon gives access to the Checklists time tracking settings.

File types in this module are displayed in four columns:

• Name – The name of the file type.
• Entity Type – The module or entity the file type belongs to.
• File Types – The file format (e.g., PDF, JPG).
• Max Size – The maximum file size allowed (in MB).

The action icon at the end of each row allows you to edit file type settings or restore them to defaults.

How to enable/disable time tracking for Checklists

To turn time tracking for checklists on or off, simply use the toggle in the Checklists window.

How to edit a file type in Checklists

To modify a file type, select it from the list, click the action icon at the end of its row, and choose Edit. A modal window will open with file type details.

Adjust the information as required and click Save to confirm the changes.

How to restore file type defaults in the Checklists module

To revert a file type to its default configuration, select it from the list, click the action icon, and choose Restore Defaults. A modal window with default file type settings will appear. Click Save to restore them.

How to edit time tracking settings in the Checklists module

When time tracking is enabled, click the gear icon above the file types list to open the Time Tracking Checklists settings. In the modal window, configure the following:

• Time Entries at Level (required) – Select the level at which time will be logged (Entity, Entity Type, Task List, or Task).
• Default Task List Type – Choose from predefined options set by your administrator (e.g., Archive, New, Release, Other).
• Activity Type – Select the relevant activity category from options provided by your administrator (e.g., Support, Sales, Administration).
• Maximum Time Entry Duration (in minutes) (required) – Define the longest allowed time entry. Entries exceeding this limit will not be saved.
• Maximum Deleting Time in the Past (in hours) (required) – Set the time limit for deleting past entries.
• Maximum Editing Time in the Past (in hours) (required) – Specify how far back an entry can be edited.
• Maximum Editing Time in the Future (in minutes) (required) – Set the limit for creating or editing future entries.
• Maximum Logging Time in the Past (in hours) (required) – Define the time window for logging past entries.

After entering the required values, click Save to apply the settings.