Collect & Track
Collect and Track
- Open the TeamLinkt App & Find the Connect Tab
- Click on ‘Collect & Track’
- Click on the ‘+’ to Create a Checklist
- Enter in the name of the checklist, who it is assigned to, the type of checklist, amount owed (if collecting fees), due date and any additional instructions needed.
- Click ‘Add’.
- Once you click Add, each member of your team will get an email and a push notification alerting them of the new checklist.