Checklist Templates
To begin configuring your Checklist Templates, you'll need to navigate to the Administration section and select Templates from the left-navigation menu:
Step 1: Adding a New Checklist Template
On the Checklist template view, select the (+) button to add a new checklist template.
Step 2: Edit Checklist Template details
Once you have been redirected, enter a Name for your checklist, choose the checklist type (see defining checklist types for more information on how to configure option).
Your checklist will need the following basic information:
- Name
- Type
- Task(s)
Step 3: Adding Tasks to a Checklist Template
To add predefined tasks to your checklist, choose the Add New Task button:
Selecting Add New Task will bring up the following dialog:
Using the dropdown, select a task from the list:
Finally, click Add Task to apply this task to your checklist.
If you are adding a brand new task, choose the Create Task button:
To see further information on creating a checklist task, please visit the Creating Employee Tasks help article.
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