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Allocate checks

For Manager, Owner

  1. Open Checks and tap Do it beside the check.
  2. Under Allocate to, choose a person, a level or a role.
  3. Tap Allocate. It shows on their Today from then on.

When it’s done

The check shows who it’s allocated to, and it’s on their Today.

If it doesn’t work

  • The person isn’t in the list: they have to accept their invite first.
  • You picked the wrong person: open the check again and change Allocate to.
A check opened, with Allocate to at the top.
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