How to limit the visibility of a checklist to a specified group

Modified on Mon, 2 Aug, 2021 at 11:57 AM

What is the Checklist Module and checklist visibility


The Checklists Module allows admins to set up company specific lists that you would like your employees to check off.


Example: Onboarding checklist and contact details checklist.


When creating a checklist, you are able to limit the visibility of a checklist to a selected group of employees.



To limit visibility of a checklist:


1. On your admin dashboard, head to the left panel.


2. Click Checklist.


3. On the right of the checklist, click on Options (three dots icon).


4. Click Edit.



5. Click on the Limit Visibility to Specified Group of People Only toggle switch to turn the item ON (green).


6. Select criteria.


7. Confirm by clicking Save.


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