Assign Members to the Checklist
Once you imported all your clients and task, you will need to assign a member to checklists in eProcessify.
Assigning members is a one-time task. All the recurring checklist will have the same member assigned until you change.
Click any card view on the Dashboard page. For eg: click on a GSTR3B card view to navigate to all incomplete GSTR3B checklists.
The checklist page will show all the Pending, In Process, and Awaiting Reply checklists. On this page, to assign the checklist to a particular member, click on the plus button in a Member column.
When you click on the + icon eProcessify will show a list of team members. You just need to check the team members to whom you want to assign the checklist.