Features: Checklists and Task Manager | Papertrail Help Center

Features: Checklists and Task Manager

11 articles in this collection
Written by Chris Tanner

Checklists

What are the Manufacturer Checklists on your Account

Where have the checklists come from and why should we use them

Written by Chris Tanner
Updated over a week ago

How to use Manufacturer Checklists

Getting checklists added to your records to use on the mobile and web apps

Written by Chris Tanner
Updated over a week ago

How to Assign a Checklist to a Record

Making checklists available for use on and off-line

Written by Chris Tanner
Updated over a week ago

How to Inspect an Item using a Checklist on the Web App

Inspecting one or multiple records on the web app

Written by Chris Tanner
Updated over a week ago

How to Inspect an Item using a Checklist on the Mobile App (v2.8.0 or later required)

Inspecting one or multiple records with a checklist on the mobile app

Written by Chris Tanner
Updated over a week ago

Task Manager

What Are Papertrail Tasks

Can I set up a ToDo list or manage repairs to an item?

Written by Chris Tanner
Updated over a week ago

How to Create a Task

Getting proactive & reactive jobs completed through Papertrail

Written by Chris Tanner
Updated over a week ago

Adding a Task on the Mobile App

Use the mobile app to add a preventative or reactive task at any time, online or offline.

Written by Chris Tanner
Updated over a week ago

Managing your Task

How do I update my tasks so everyone can see how they are progressing?

Written by Chris Tanner
Updated over a week ago

What Are 'Profile' Tasks

How can I view my tasks from other accounts

Written by Chris Tanner
Updated over a week ago

Filtering and Sorting the Task Manager View

Can I make it easier to view my tasks or deadlines?

Written by Chris Tanner
Updated over a week ago