How to Create a Checklist
Follow these steps to create a new checklist:
Open the Control Center from the side navigation bar.
Select “Checklists” from the Service Desk section.
On the checklist screen, click the “Checklist +” button in the top-right corner.
In the pop-up window, enter a Title for your checklist.
Click “Add item” to insert checklist steps one by one.
To reuse checklist items from another checklist, use the Import button.
To edit an item, click on the checklist name and update the items.
You can drag and drop items to reorder them.
To mark a checklist as important, use the Flag icon on the right side of the screen.
Once done, click “Save” to save your checklist.
Your checklist is now successfully created.
How to Delete a Checklist
Go to the Control Center from the side navigation bar.
Click on “Checklists” under the Service Desk section.
On the checklist card you want to delete, click the Delete icon.
Confirm the deletion when prompted.
The checklist will now be permanently removed.