eProcessify
eProcessify
Introduction
Features
GETTING STARTED
Invite Team Members
Import All Your Clients and Tasks From Excel Sheet
Assign Members to the Checklist
Configure Emails (One Time Process)
ORGANIZATION
Setting
Invite Your Members
Labels
Company
Checklist
Dashboard
Create Checklist
Filter Checklist
Checklist Operations
Apply Label To Cheklist
Assign Member To Checklist
Complete Checklist
Archive Checklist
Add Note To Checklist
Change Status of Task in Checklist
Add Comments to Task in Checklist
Attachment
Companies
User Account
Manage Password
Adding Password
Password Extension
Access Levels
How to Manage
GSTR3B in eProcessify
Income Tax in eProcessify
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Checklist Operations

Here are the articles in this section:
Apply Label To Cheklist
With eProcessify, it is very easy to apply the labels, easier than doing the same in an excel sheet.
Assign Member To Checklist
eProcessify allows you to assign mutiple team members to individual checklist items and see all of your assigned task at...
Complete Checklist
Check out how to complete the checklist in eprocessify. It is far easier than what you do in the excel sheet. Moreover, ...
Archive Checklist
Checklists cannot be permanently deleted. Instead, they can be archived to move them off of aboard.
Add Note To Checklist
While working on the checklist, there can be an end number of things that you would want to communicate with your team m...
Change Status of Task in Checklist
eProcessify has a set of statuses and transitions that a task goes through during its lifecycle. You can change the task...
Add Comments to Task in Checklist
While working on a task there are many things that you need to communicate or give any feedback. eProcessify enables you...
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Filter Checklist
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Apply Label To Cheklist
Last updated 5 months ago