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Finish checklists automatically

A checklist can finish itself. As soon as every task is checked or skipped, Didit finishes it, so nobody has to click a Finish button. The template’s Finish automatically option decides, and it’s on for every new template.

Turn it on or off

  1. Open the template and find Finish automatically under Options.

    The template editor for the template Laptop handover. In the Options panel, the Finish automatically row with its switch turned on is highlighted.
    The template editor for the template Laptop handover. In the Options panel, the Finish automatically row with its switch turned on is highlighted.
  2. Switch it on or off and save the template.

    New checklists from the template follow the setting. Checklists that already exist don’t change.

Templates you already have keep their Finish button until you turn the option on.

When a checklist finishes

A checklist finishes on its own once:

  • every task is checked or skipped,
  • every mandatory field is filled out, and
  • every task answered “No” has a note or an image, if the template has Mandatory explanation on.

Until then it stays open and points to what’s missing.

The checklist Laptop handover for Jane Doe with all three tasks complete. The empty Serial number field and the line Attention: Please fill out every mandatory field to finish this checklist are highlighted.
The checklist Laptop handover for Jane Doe with all three tasks complete. The empty Serial number field and the line Attention: Please fill out every mandatory field to finish this checklist are highlighted.

Fill it out, and the checklist finishes as soon as your entry is saved. You still get the confetti, and the checklist is finished just like one finished with the button.

The same checklist after a serial number was entered. The field and the tasks are greyed out, and the line This checklist is finished, with Show statistics next to it, is highlighted.
The same checklist after a serial number was entered. The field and the tasks are greyed out, and the line This checklist is finished, with Show statistics next to it, is highlighted.

Good to know

What about checklists that need a signature?
What happens when a checklist is reopened?
What if a checklist can't be reopened?
Do ad hoc checklists finish automatically?