Completing an unassigned checklist allows you to record tasks or event details even when a checklist has not been specifically delegated to you. From the My Checklists area, a new event can be created, the relevant checklist selected and details entered at the time the task is completed. Once submitted, the checklist is recorded as an event, providing visibility and a clear record of the activity. This guide explains how to complete an unassigned checklist.
Quick Guide
Completing an Unassigned Checklist
Click the arrow to the right of My Checklists.
Select Create Event.
Choose the relevant options from the drop-down menus.
Add the date and time you are completing the checklist.
Scroll down to the checklist form.
Complete the form, selecting an answer for each question.
Add images or descriptions where prompted, if relevant.
Indicate whether the information submitted requires management follow-up.
Click Create Event to submit the checklist.
A pop-up box will confirm the checklist has been recorded.
After refreshing, the completed checklist will appear in the list of events.