# How to create a checklist, test or task with the AI assistant

> Ask the assistant to prepare a draft, review the card and click “Create” — nothing is created without your confirmation.

Источник: https://jecheck.io/en/docs/assistant/drafts

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

1. **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.
2. **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.
3. **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”.
4. **Create it.** Click **Create**. The card is marked **Created** and gets an **Open** button. If you don't need the draft, click **Cancel**.

> [!NOTE]
> 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](/docs/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](/docs/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](/docs/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.