Use / apply checklist template

From the overview of checklist templates, select whether the checklist template will be used for an employee or an event.

Employee templates are assigned either to employees or without a link. Event templates are always assigned to an event. The tasks from the checklist are now assigned to the responsible parties according to the settings, and the due dates are set dynamically as desired.

Access to checklist templates — Who sees what here?

• Checklist templates that are linked to events can only be viewed/edited by event administrators.
• Checklist templates that are linked to people can be viewed/edited by the following user roles: Managers, Managers with access to organizational units, HR experts and Administrators.