Checklists in Xemplo provide a centralised way for your team to manage and track tasks efficiently. It allows you to define a set of tasks once and reuse it whenever needed, saving time and ensuring consistency across tasks. It can be triggered automatically during onboarding or manually at any time, offering flexibility in task management.
Create a Checklist Template
Navigate to Company Settings → Checklists
Click ‘Edit’ to modify an existing Checklist or click ‘New Checklist’ to add a new Checklist Template.
Please Note: When creating a new template, a 'Checklist Name' and 'Trigger by' are required.
Add Tasks to a Template
Within the checklist, you can add individual tasks. These tasks will be automatically created whenever the Checklist is used. Click New Task to begin adding a task.
Give your task a name to start. The Due Date for tasks in a Checklist is set relative to an event date selected when the Checklist is used.
For example, if a new onboarding task is triggered for a worker starting on 25 Dec 2025, the event date is set as 25 Dec 2025. The template could then automatically create a task with a due date of 7 days prior to the event date, which would be 18 Dec 2025 in this case.