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2.0 How to Create a Checklist

Follow these instructions to create a checklist from your backoffice role.

1. From your nav menu, select Settings under Organization. 

organization ticket types

2. From the middle menu, select Checklists. 

check mid

 

3. Select the Add Checklist icon. 

add icon-1

4. Enter the name of the checklist in the Title field. 

5. Enter additional details about this checklist in the Description dialog box. 

6. Name the first step. 

7. Add any additional information about the first step in the Details box. 

8. Select the Add Step icon to add the second step to the checklist. 

add icon-1

9. Name the second step. 

10. Add any additional information about the first step in the Details box. 

11. Do this as many times as necessary to include more steps. 

12. Use the delete button to remove a step. 

NOTE: Use the Edit button to add, delete, or edit steps within this checklist. 

edit button

13. Click Submit to add the checklist to your organization.