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.

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    
2. Checklist Actions - Edit, make a copy, delete
3. My Checklists view  
4. Checklist details    
5. Checklists Templates 

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1. New Checklist

In the Checklist section select New Checklist and choose if create one or if upload more en bulk.

1a. One checklist

1b. Bulk import

1a. One checklist

•  Choose a title

• Add Sections and Items (action per section)

Create sections according to your needs and add items to each section:

• Save
• The checklist is now displayed in your checklist tab.

 

1b. Bulk import

• Select Bulk import

•  Download the template and fill it with the information required:
  • Checklist name
  • Section name
  • Item name

• Save the excel and upload it to import it.
• Your checklists will be displayed in your checklist tab.

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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:

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

 

b. Make a copy

Select the checklist you want to copy. You can also make all the edits needed for the new checklist

c. Delete

You can also delte a checklist, as shown in the image.

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3. My Checklists view

 

Once created a Checklist, this will be displayed in your Checklist tab.

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!

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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 you can make all the edits in order to keep your list updated. 

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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.

Once done, your new checklist will be displayed in "My checklist" panel.