Many Activated Checklist instances will require more than one team member to complete them. This is why Way We Do allows you to add collaborators to each individual instance.
1. Navigate to the checklist instance you would like to add a collaborator to and create a new Activated Checklist Instance.
2. Click the "Manage Collaborators" icon. It's the one that looks like a person.
3. Click Assign
Search for the employee by their name.
Select Done
If your checklist has roles assigned to steps, when adding a collaborator to a specific role, you'll use the dropdown to choose the available employees instead of searching.
Admin Access Feature
Various factors may hinder a Collaborator from continuing work on an Activated Checklist Instance, for example, they're away on leave, unwell, or have moved on from your organization. However, the work related to the process will need to continue, meaning new Collaborators need to be added.
As the account's Administrator, you possess the capability to add new Collaborators, ensuring the seamless continuation of the process and avoiding any potential delays.
To proceed, locate the checklist instance you're adding the Collaborator to, and replicate steps 2 & 3 above.