How to create a checklist, test or task with the AI assistant
The AI assistant can prepare three kinds of drafts: a checklist, an employee test and a task. The draft appears in the chat as a card, and it's only created in your account after you click Create.
Who can create what
| What | Who can create it |
|---|---|
| Checklist | Company administrator |
| Test | An administrator or an employee with the Test editor permission. Requires a plan that includes the Testing module |
| Task | Any web account user |
Permissions are checked again at the moment you click Create. If you don't have the permission, the assistant will tell you who can do it.
Step by step
- Describe what you need. Click Ask AI and type a request, for example: “Create a shift-opening checklist for a coffee shop” or “Make a 10-question test on sanitary rules”. Before a large draft, the assistant may ask 1–2 clarifying questions, such as the type of location or the length.
- Review the card. A draft card appears in the chat: sections and questions; for a test — the correct answers and the passing score; for a task — the description, assignee, location, due date and priority. Click Show all to expand a long list.
- Ask for changes. In the same chat, write what to change: “add a section about the bar”, “make it 15 questions”. The assistant prepares a new version, and the old card is marked “Replaced by the newer version below”.
- Create it. Click Create. The card is marked Created and gets an Open button. If you don't need the draft, click Cancel.
Until you click Create, nothing appears in your account: the assistant doesn't create anything on its own.
Checklist
The assistant builds the checklist by sections — work areas or stages. Each question is a verifiable statement with a yes/no answer or a field for recording a value (for example, a thermometer reading). Questions can have a “how to check” hint, a weight and a photo requirement. If your knowledge base contains standards, the assistant can rely on them.
After creation, the Open button takes you to the checklist builder, where you can refine the questions, assign roles to sections and adjust other settings. Learn more in the Checklists section.
Employee test
The assistant writes questions based on real work situations and specific standards rather than restating a checklist. Different question types are possible: single or multiple correct answers, true/false, short answer, ordering, and matching. A question can be marked as critical — getting it wrong fails the test.
The test is created as a Draft: you need to review and publish it in the testing section, and assign it to employees there too. Learn more in the Testing section.
Task
Ask, for example: “Assign the manager at 10 Abay St a task to check the extractor hood by Friday”. The assistant finds the employee and the location by name and shows a card with the description, assignee, location, due date and priority. After you click Create, the task appears under Work → Tasks, and the assignee gets a notification. Learn more in the Tasks section.
Frequently asked questions
Can I ask the assistant to change an existing checklist?
No, the assistant doesn't change existing data. It can suggest improvements or prepare a new checklist, but you edit an existing one in the builder.
Why doesn't the assistant offer to create a test?
The assistant only prepares test drafts for administrators and employees with the Test editor permission. If the Testing module isn't available on your company's plan, the assistant won't prepare a draft: it will reply right away that testing isn't included in your plan and tell you which plan has it. An administrator can change the plan in Settings → Plan.
Can I make a test based on our checklist?
Yes. Open the checklist in the builder and ask: “Make a staff test based on this checklist” — the assistant knows which page you have open.
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