Can admin customize task templates in checklist?

Created by Raghul David, Modified on Thu, 19 Jun at 12:23 PM by Product Content Team


Yes, the admin can customize the task templates in the checklist. You can edit, delete and duplicate the task templates which are configured under a checklist.


Task templates are a list of to-dos before the event takes place.


To customize a task template, the admin must perform the following actions:

  1. From the greytHR Admin portal, navigate to the  System Settings > Checklist > Checklist Dashboard.

  2. Select the checklist and click Task Templates for card. The card expands.
    Note: You can also search for the checklist from the Search box.




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