How do I add collaborators to an Activated Checklist?

Many Activated Checklist instances will require more than one team member to complete. 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, or create a new Activated Checklist Instance.

2. Click the "Add a Collaborator" icon in the top right corner. It is the one that looks like a person with a plus sign.

3. Click the name of the desired team member from the pop up list. A confirmation message will appear on screen and an invitation email will be sent to the chosen collaborator.


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