Checklist App Interface Overview

Checklist App consists of menus Home, Inbox, Tasks, Dashboard, Tasks Locations, and Forms.

①Home:

A landing page that provides a quick overview of what requires attention, such as recent activity and currently relevant task information.

②Inbox:

A personal notification feed that shows task-related updates (e.g., assignments, status changes, comments) so you can review and respond to changes promptly.

Learn more → Inbox

③Tasks:

The main workspace for managing tasks—Creating Tasks, browsing all tasks you have access to, searching by keyword, and using filters/sorting to find, update, and complete tasks.

Learn more → Task Management

④Dashboard:

On Dashboard, it's available to see the integrated Task data clearly such as Total Tasks by status, Total Tasks by Assignee, Completion Ratio by Account etc.

Learn more → Dashboard

⑤Tasks Locations:

A location management view used to organise tasks by site/area (e.g., store, facility, zone) and to help users filter and operate tasks based on where the work happens.

Learn more → Location Management

⑥Forms:

An entry point for creating tasks from form submissions (e.g., via 2D Code), enabling field inputs to be converted into actionable tasks and routed to the right owners.

Learn more → Forms Management

⑦Help Center:

You can learn more detailed information about SBX Connect from this link.

⑧A Link to SBX Connect:

Click the banner to go directly to SBX Connect.

⑨Switch Account/Settings/Log out:

Click on the ^ icon, and you can access Switch Account/Settings/Log out here.

⑩Send feedback:

On the Checklist App, it's available to send feedback.

Learn more → Send feedback

⑪AI Chat/Help docs:

Click on the icon and you can start a conversation to learn SBX Connect. Choose AI Answers(AI Chat bot answers short sentences you type) or Help docs.