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Check Lists and Task Assignments

Assign and track tasks within your team

Abby avatar
Written by Abby
Updated over 6 months ago

Check lists are a great way to stay organized. With BarnManager, check lists can also be used to assign and track tasks within your team.

You can create brand new check lists, duplicate previously created ones, and assign tasks and/or entire lists to any of your users. Once someone is assigned to a task or list, they will receive notifications and reminders about the tasks that have been assigned to them. When you set a due date, BarnManager will also alert users to upcoming due dates and overdue tasks.

To create a Check List:

  1. Navigate to Lists

  2. Select "Add a List"

  3. Give the List a clear and concise Title

  4. Under Type of List, Select "Check List"

  5. In the top field, input the task or list item

  6. Under Assign to, select on or multiple users

  7. Select a Due date if needed

  8. Select "Add List Item"

  9. Repeat this until your list is complete (You can always come back and edit it later)

  10. Add additional information as needed including Assigning the whole list to a user, setting a due date for the whole list, adding horses and tags.

  11. Select anyone who you would like to notify about this list (This is apart from those assigned from the list and will include notifications when an item is checked or unchecked).

  12. Select "Add"

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