--- title: Create Checklists description: How to create a specific Checklist --- [Skip to content](https://help.doinn.co/en/knowledge/create-checklist#main-content) - [English](https://help.doinn.co/en/knowledge/create-checklist) - [Deutsch](https://help.doinn.co/de/knowledge/menü-checklisten) - [Español](https://help.doinn.co/es/knowledge/checklist-menú) - [Italiano](https://help.doinn.co/it/knowledge/menu-checklist) - [Português - Portugal](https://help.doinn.co/pt-pt/knowledge/menu-checklists) English Show submenu for translations [Create support ticket](https://help.doinn.co/en/knowledge/kb-tickets/new?hsLang=en) ![logo\_horizontal\_negative\_v2\_help\_center-3.png\]](https://help.doinn.co/hs-fs/hubfs/logo_horizontal_negative_v2_help_center-3.png?width=140&height=63&name=logo_horizontal_negative_v2_help_center-3.png) Open main navigation Close main navigation - - [English](https://help.doinn.co/en/knowledge/create-checklist) - [Deutsch](https://help.doinn.co/de/knowledge/menü-checklisten) - [Español](https://help.doinn.co/es/knowledge/checklist-menú) - [Italiano](https://help.doinn.co/it/knowledge/menu-checklist) - [Português - Portugal](https://help.doinn.co/pt-pt/knowledge/menu-checklists) English Show submenu for translations - [Create support ticket](https://help.doinn.co/en/knowledge/kb-tickets/new) Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.doinn.co/en/knowledge?hsLang=en) 2. [Using Doinn Platform](https://help.doinn.co/en/knowledge/using-doinn-platform?hsLang=en) 3. [3. Elevate - Communications, Quality Assurance & Mobile App](https://help.doinn.co/en/knowledge/using-doinn-platform?hsLang=en#3-elevate-communications-quality-assurance-mobile-app) May 22, 2024 # Create Checklists ## How to create a specific Checklist **Last Updated**: *May 22, 2024* **Applies to:** *All users*   Never miss a task! Use our tool and create all the needed checklists in order to make sure that all your instructions are followed and checked. ![Screenshot 2024-05-22 alle 12.28.05](https://help.doinn.co/hs-fs/hubfs/Screenshot%202024-05-22%20alle%2012.28.05.png?width=688&height=317&name=Screenshot%202024-05-22%20alle%2012.28.05.png) ### How to use the checklist tool Once you are in the **checklist tab**, you can easily create new checklists or copy one from the **Templates section** and personalized it. Let's see step by step how to use this powerful tool. 1. [New checklist](https://help.doinn.co/en/knowledge/create-checklist#NewChecklist) 2. [Checklist Actions - Edit, make a copy, delete](https://help.doinn.co/en/knowledge/create-checklist#ChekclistActions) 3. [My Checklists view](https://help.doinn.co/en/knowledge/create-checklist#Checklistview) 4. [Checklist details](https://help.doinn.co/en/knowledge/create-checklist#Details) 5. [Checklists Templates](https://help.doinn.co/en/knowledge/create-checklist#Template) --- ### 1. New Checklist In the Checklist section select **New Checklist** and choose if create one or if upload more en bulk. 1a. [One checklist](https://help.doinn.co/en/knowledge/create-checklist#one_checklist) 1b. [Bulk import](https://help.doinn.co/en/knowledge/create-checklist#bulk_import) #### 1a. One checklist - **Choose a title** **![Screenshot 2024-05-22 alle 12.32.19](https://help.doinn.co/hs-fs/hubfs/Screenshot%202024-05-22%20alle%2012.32.19.png?width=688&height=246&name=Screenshot%202024-05-22%20alle%2012.32.19.png)** **Tip**: Use a title that is easily recognizable - **Add Sections and Items** (action per section) Create sections according to your needs and add items to each section: **![Screenshot 2024-05-22 alle 12.35.16](https://help.doinn.co/hs-fs/hubfs/Screenshot%202024-05-22%20alle%2012.35.16.png?width=688&height=502&name=Screenshot%202024-05-22%20alle%2012.35.16.png)** - Save - The checklist is now displayed in your checklist tab. ![Screenshot 2024-05-22 alle 12.35.36](https://help.doinn.co/hs-fs/hubfs/Screenshot%202024-05-22%20alle%2012.35.36.png?width=688&height=337&name=Screenshot%202024-05-22%20alle%2012.35.36.png)   To see the specs of each checklist created, simply click on it to see all the sections and item set.  ![](https://help.doinn.co/hs-fs/hubfs/Screenshot%202023-04-11%20alle%2016-26-16-png.png?width=491&height=594&name=Screenshot%202023-04-11%20alle%2016-26-16-png.png)  #### 1b. Bulk import - Select Bulk import ![Screenshot 2024-05-22 alle 12.44.37](https://help.doinn.co/hs-fs/hubfs/Screenshot%202024-05-22%20alle%2012.44.37.png?width=688&height=352&name=Screenshot%202024-05-22%20alle%2012.44.37.png) - **Download the template** and fill it with the information required: - Checklist name - Section name - Item name ![Screenshot 2024-05-22 alle 12.35.41](https://help.doinn.co/hs-fs/hubfs/Screenshot%202024-05-22%20alle%2012.35.41.png?width=472&height=351&name=Screenshot%202024-05-22%20alle%2012.35.41.png) - Save the excel and upload it to import it. - Your checklists will be displayed in your checklist tab. --- ### 2. Checklist Actions Not only you can create your personals checklists, but you can also do other actions such as edit, make a copy or delete them. It's very easy, check what you can do! You can access to these options by clicking the **Actions menu** of the chosen checklist: ![Screenshot 2024-05-22 alle 12.49.26](https://help.doinn.co/hs-fs/hubfs/Screenshot%202024-05-22%20alle%2012.49.26.png?width=688&height=411&name=Screenshot%202024-05-22%20alle%2012.49.26.png) **a. Edit** Select the checklist you want to edit and these are the actions you can do:  - rename the checklist - rename, remove or add sections and items **![](https://help.doinn.co/hs-fs/hubfs/Screenshot%202023-04-12%20alle%2012-13-49-png.png?width=491&height=668&name=Screenshot%202023-04-12%20alle%2012-13-49-png.png)**   **b. Make a copy** Select the checklist you want to copy. You can also make all the edits needed for the new checklist ![](https://help.doinn.co/hs-fs/hubfs/Screenshot%202023-04-12%20alle%2012-13-57-png.png?width=491&height=670&name=Screenshot%202023-04-12%20alle%2012-13-57-png.png) **c. Delete** You can also delte a checklist, as shown in the image. ![](https://help.doinn.co/hs-fs/hubfs/Screenshot%202023-04-12%20alle%2012-14-04-png.png?width=491&height=298&name=Screenshot%202023-04-12%20alle%2012-14-04-png.png) --- ### 3. My Checklists view   Once created a Checklist, this will be displayed in your Checklist tab. ![Screenshot 2024-05-22 alle 12.35.36-1](https://help.doinn.co/hs-fs/hubfs/Screenshot%202024-05-22%20alle%2012.35.36-1.png?width=688&height=337&name=Screenshot%202024-05-22%20alle%2012.35.36-1.png) You can create multiple checklists according to your needs and use it in your automatizations or when buying a single service. Manage them and never miss a task! --- ### 4. My Checklists details Every time you want to know the details of your checklists you can simply click on it and see all the details. As shown [here](https://help.doinn.co/en/knowledge/create-checklist#ChekclistActions) you can make all the edits in order to keep your list updated.  ![](https://help.doinn.co/hs-fs/hubfs/Screenshot%202023-04-11%20alle%2016-26-16-png.png?width=491&height=594&name=Screenshot%202023-04-11%20alle%2016-26-16-png.png) --- ### 5. Checklists Templates You can create all the checklists needed, but in case you need for some help, you can go and check among the templates. **Go the the Checklist tab** and Select **Templates.** Now you can **make a copy** editing the sections and the items needed. ![Screenshot 2024-05-22 alle 12.51.45](https://help.doinn.co/hs-fs/hubfs/Screenshot%202024-05-22%20alle%2012.51.45.png?width=688&height=396&name=Screenshot%202024-05-22%20alle%2012.51.45.png) Once done, your new checklist will be displayed in "My checklist" panel.       - [Doinn Academy](https://help.doinn.co/en/knowledge/doinn-academy?hsLang=en) - [Getting Started](https://help.doinn.co/en/knowledge/getting-started?hsLang=en#main-content) - [Set up the basics](https://help.doinn.co/en/knowledge/getting-started?hsLang=en#set-up-the-basics) - [Using Doinn Platform](https://help.doinn.co/en/knowledge/using-doinn-platform?hsLang=en#main-content) - [1. Connect - Integrations, Data Imports & CRM](https://help.doinn.co/en/knowledge/using-doinn-platform?hsLang=en#1-connect-integrations-data-imports-crm) - [2. Automate - Scheduling, Dispatching & Service Pricing](https://help.doinn.co/en/knowledge/using-doinn-platform?hsLang=en#2-automate-scheduling-dispatching-service-pricing) - [3. Elevate - Communications, Quality Assurance & Mobile App](https://help.doinn.co/en/knowledge/using-doinn-platform?hsLang=en#3-elevate-communications-quality-assurance-mobile-app) - [4. Monitor/Predict - Reports, Insights & Forecasts](https://help.doinn.co/en/knowledge/using-doinn-platform?hsLang=en#4-monitor-predict-reports-insights-forecasts) - [5. Buy professional services](https://help.doinn.co/en/knowledge/using-doinn-platform?hsLang=en#5-buy-professional-services) - [6. Sell professional services](https://help.doinn.co/en/knowledge/using-doinn-platform?hsLang=en#6-sell-professional-services) - [7. Account & Billing](https://help.doinn.co/en/knowledge/using-doinn-platform?hsLang=en#7-account-billing) - [FAQ - Frequent Asked Questions](https://help.doinn.co/en/knowledge/faq-frequent-asked-questions?hsLang=en#main-content) - [1. Connect - Integrations, Data Imports & CRM](https://help.doinn.co/en/knowledge/faq-frequent-asked-questions?hsLang=en#1-connect-integrations-data-imports-crm) - [2. Automate - Scheduling, Dispatching & Service Pricing](https://help.doinn.co/en/knowledge/faq-frequent-asked-questions?hsLang=en#2-automate-scheduling-dispatching-service-pricing) - [3 - Elevate - Communications, Quality Assurance & Mobile App](https://help.doinn.co/en/knowledge/faq-frequent-asked-questions?hsLang=en#3-elevate-communications-quality-assurance-mobile-app) - [4. Monitor/Predict - Reports, Insights & Forecasts](https://help.doinn.co/en/knowledge/faq-frequent-asked-questions?hsLang=en#4-monitor-predict-reports-insights-forecasts) - [5 - Buy professional services](https://help.doinn.co/en/knowledge/faq-frequent-asked-questions?hsLang=en#5-buy-professional-services) - [6 - Sell professional services](https://help.doinn.co/en/knowledge/faq-frequent-asked-questions?hsLang=en#6-sell-professional-services) - [7 - Account & Billing](https://help.doinn.co/en/knowledge/faq-frequent-asked-questions?hsLang=en#7-account-billing) - [Doinn AI 🆕](https://help.doinn.co/en/knowledge/doinn-ai?hsLang=en) - [Troubleshooting](https://help.doinn.co/en/knowledge/troubleshooting?hsLang=en#main-content) - [1. Connect - Integrations, Data Imports & CRM](https://help.doinn.co/en/knowledge/troubleshooting?hsLang=en#1-connect-integrations-data-imports-crm) - [2. Automate - Scheduling, Dispatching & Service Pricing](https://help.doinn.co/en/knowledge/troubleshooting?hsLang=en#2-automate-scheduling-dispatching-service-pricing) - [3 - Elevate - Communications, Quality Assurance & Mobile App](https://help.doinn.co/en/knowledge/troubleshooting?hsLang=en#3-elevate-communications-quality-assurance-mobile-app) - [5 - Buy professional services](https://help.doinn.co/en/knowledge/troubleshooting?hsLang=en#5-buy-professional-services) - [7 - Account & Billing](https://help.doinn.co/en/knowledge/troubleshooting?hsLang=en#7-account-billing) - [Best Practices](https://help.doinn.co/en/knowledge/best-practices?hsLang=en#main-content) - [1. Connect - Integrations, Data Imports & CRM](https://help.doinn.co/en/knowledge/best-practices?hsLang=en#1-connect-integrations-data-imports-crm) - [2. Automate - Scheduling, Dispatching & Service Pricing](https://help.doinn.co/en/knowledge/best-practices?hsLang=en#2-automate-scheduling-dispatching-service-pricing) - [3 - Elevate - Communications, Quality Assurance & Mobile App](https://help.doinn.co/en/knowledge/best-practices?hsLang=en#3-elevate-communications-quality-assurance-mobile-app) - [4. Monitor/Predict - Reports, Insights & Forecasts](https://help.doinn.co/en/knowledge/best-practices?hsLang=en#4-monitor-predict-reports-insights-forecasts) - [7 - Account & Billing](https://help.doinn.co/en/knowledge/best-practices?hsLang=en#7-account-billing) - [Integrations](https://help.doinn.co/en/knowledge/integrations?hsLang=en) - [Product Updates](https://help.doinn.co/en/knowledge/product-updates?hsLang=en) [![Chill listening crop-3](https://help.doinn.co/hs-fs/hubfs/logo_horizontal_positive_v2.png?width=97&height=24&name=logo_horizontal_positive_v2.png "Chill listening crop-3")](https://doinn.co/)