Sometimes you want people to go through a checklist when making certain time entries. For example, BigBinary, a consulting company, asks its team members to go through the two checklists before they can enter PTO(Personal time off) in the timesheet.

BigBinary PTO Checklist

Adding checklist to tasks

In order to add checklist to your task take the following steps.

  1. Go to your project page in neetoInvoice.

  2. Click on "Actions" -> "Edit".

  3. Click on "Add checklist item".

  4. Select the task name and enter the checklist item name.

  5. If you want that user must select a checklist then make that checklist item "required".

  6. Click on "Save changes".