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Creating Checklists

Learn how to create a checklist for users to follow as they complete a service request

How to create a checklist

Checklists allow users to mark off tasks within a service request they complete them. Checklists can be created as service requests for users to complete on a regular basis or added to an existing service request, if applicable.

Who can use this feature?

  • Administrative users, check with your account’s administrative user if you need access to create a checklist

There are two ways to create a new checklist – the first is to go through your account settings:

  1. Click your profile icon icon in the top right corner
  2. Click Settings
  3. Click Organization
  4. Select Checklists at the top
  5. Click New Checklist
  6. Name the checklist
  7. Add steps using the “+” button
  8. Click Save

The second way to create a new checklist is through submitting a service request:

  1. Click Start Service Request
  2. Select the Location and Equipment
  3. Click Continue
  4. Scroll to Add Checklist
  5. Click New Checklist
  6. Name the checklist
  7. Add steps using the “+” button
  8. Click Save

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