WHAT’S NEW IN ROOK CONNECT – CHECKLISTS

November 26, 2020 5:06 pm | Category:

by: Dulce Herbst-Aylesworth

Improvements to the Checklists Tile in ROOK Connect Software

Checklists are tools used to better organize your assignments and to verify, easily, your most important tasks. They have been designed to reduce errors and ensure consistency and completeness in carrying out a duty.

Checklists Tile

There are now two new sub-tabs available to be turned on.

  1. Staff Checklists – This will display all Staff names and default give them a Checklist.
  2. Each Contact Category in the software can be turned on as a sub-tab for Contact Checklists, which will default give each of the contacts in that category a Checklist.

Checklist in Contacts tile

  1. There is a new “Contact Checklist” sub-tab, which will display the checklist directly on their profile.

Checklist in Staff tile

  1. There is a new “Staff Checklist” sub-tab, which will display the checklist directly on their profile.
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