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How do I assign a checklist?

Assigning a checklist in Atlas

Hayley Jones avatar
Written by Hayley Jones
Updated over a month ago
  • In your checklist, go to Stage 3 – Assign Checklist.

  • Click the pink ‘Assign’ button.

  • Choose:

    • The employee to assign the checklist to.

    • The relevant site.

    • Whether the checklist should be recurring or scheduled for a specific date.

  • Click ‘Assign’ to confirm your choices.

How to Complete and Preview a Checklist

  • Go to the Preview section.

  • Click the pink ‘Done’ button to finish setting up the checklist.

  • The checklist will now appear as a task for the assigned employee, who can then complete it in Atlas.

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