HOW TO

Setup and Use Your Porter App efficiently

Checklists for Tasks

Checklists allow you to list details of your tasks and come in very handy as they smooth the way for you and your teammates. You can have more detailed control over the progress of your tasks by adding checklists to them.

Simply go to Tasks > Checklists to create, view, and edit your checklists.

Task Menu

Create & Edit Checklists

Click on Create New Checklist and type a name for your checklist. After that, you can add items to be completed to your checklist.

Create Checklist

You can edit the items on your checklist after you created the checklist. You can also copy your existing lists in case you would like to make adjustments for different tasks without creating all the items each time.

Edit Checklist

Add Checklists to Your Tasks

Once created, it is possible to add multiple checklists into your new task automation rules as well as the existing ones.

You will be asked to add a checklist while creating a new task automation rule. You can also add checklists to your existing task rules by going to Task Automation > Task Automation Rules > Edit > Checklists

Edit Checklist
Edit Checklist

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