What are AI-generated Checklists?
A Checklist is a list of steps to tick off within a task in Task Manager. The AI Assistant can create one from a task description, decisions made in a conversation or a company procedure linked to Company Knowledge - rather than having to write out each item manually.
How does it work?
- 01
Open a task with a description or a Thread containing the relevant decisions.
- 02
Ask the AI Assistant for a Checklist - you receive a list of steps.
- 03
Edit the items, add your own and remove any you do not need.
- 04
The team ticks off each step, with progress shown on the task.
What do you gain?
Consistency: the same process is followed in the same way every time.
Progress tracking: see how much is left without asking the assignee.
Fewer omissions: steps are based on agreed actions, not memory.
An everyday example
A company note describes the twelve steps involved in onboarding a new client. The AI Assistant turns it into a Checklist within the task, and the team ticks off each item.
Frequently asked questions
Can I edit the Checklist?
Yes, the AI suggestion is a starting point.
Can others see the progress?
Yes, if they have access to the task.
Can I create a reusable template?
Yes - from a note linked to Company Knowledge.