Checklists | relatico

How to use Bulk Actions on Checklist Items
How to use Bulk Actions on Checklist Items You can now bulk edit checklist items in your relatico folders. All of these actions can be accessed from the Checklist Tab in your folders. Here are the actions that you can perform in bulk: Copy checklist items to other folders Simply select all of the items that you’d like to copy and press ++Bulk Actions++. You will see an option to ++Copy to Folder++. Choose which folder you’d like to copy the checklist item to. MakeSome readers
Partial checklists
Partial checklists Now you are able to choose which checklist items you share with your business partners. This can be achieved by either hiding or unhiding checklist items in the ++checklist tab++ of the folder, or when you are sending a message. Hiding items in the Checklist Tab Go to a folder for which you’d like to adjust the visibility of the checklist items. Click on the icon located next to the checklist item(s) of your interest to change their visibility status.Some readers
Bulk add checklist items to multiple folders
Bulk add checklist items to multiple folders: You can now add checklist items that you create in the Add to checklist modal to other folders of your liking. Here is how to do it: Go to Checklist Tab in any of your folders Click on ++Add to Checklist++ Create needed checklist item(s) Click on the checkbox marked ++Add checklist item(s) to more folder checklists?++ Select desired folder(s) Click Add to Checklist and the checklist items will appear in all desired lSome readers
Connecting checklist items to files
Checklists are here to help you keep track of all of the files that you have, and those you still need to receive from your business partners. To do so, simply: Create checklist items for a folder which you would like to track using the Checklist tab Request files or upload files to this folder Click on the file to open the file view Click on Checklist Items Create or choose checklist items whicFew readers