Assign Member To Checklist
eProcessify allows you to assign mutiple team members to individual checklist items and see all of your assigned task at one place.
The ability to specify and assign each checklist task to a person increases visibility and, importantly, accountability for who’s doing what, and when. Being able to add even more context to your checklist means it’s now much easier than ever to keep your tasks and companies organized in eProcessify.
On the checklist page, search the company for which task status has to be updated.

Add team members who will be responsible for the task using the add team member icon.
Only the Owner and Manager will able to assign members to the checklist. Only Owners and Manager will able to view all checklist created. While Members and Guests will only view those checklists which are assigned to them.

Last modified 2yr ago