Onit Documentation

Home Screen

by Michael Nadeau Updated on

Once in, you will see the home screen. You will see a few tabs to click on. The one you are looking for is Checklists (Beta), but let's describe the others real fast:

  1. Queue: Where you will see all the reviews that your organization has run
  2. Batch Upload: The outdated Projects Tab.
  3. Projects: How you use our Extract AI Tool (it is only visible if you have ExtractAI).
  4. Workflows: Where you create automated reviews via email
  5. Checklists: The home for your organization's AI-assisted Checklists. You can Upload New, Update, Rename, Delete, and Download Checklists from here.
  6. Playbook Manager: Where we need to be and where the Playbook Manager is located. You can Create, Edit, Duplicate, and Delete Checklists from this tab.
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Playbook Manager

Playbook Manager 14

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