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Adding and Managing Checklists
Jobin Johny avatar
Written by Jobin Johny
Updated over 5 months ago

How to Create a Checklist.

To create a checklist, follow these steps:

  1. On side navigation bar, access the Control Center

  2. Choose the "Checklists" option from Service Desk section

  3. In the checklist screen that opens, locate “Checklist +” from the upper right corner of the screen & click on it.

  4. Enter a title for the checklist in the appropriate field on the pop-up screen.

  5. To add checklist items, click on the "Add item" button.

  6. To add another checklist steps to the new checklist, use the import button.

  7. Click the checklists to edit the added checklist items

  8. Drag to reorder the checklist items

  9. To mark a checklist as important, mark the "Flag" on the right side of the screen accordingly.

  10. When you are done, click on "Save" to save the checklist.

You have successfully created a new checklist.

How to Delete a Checklist.

To delete a checklist, follow these steps:

  1. On side navigation bar, access the Control Center

  2. Choose the "Checklists" option from Service Desk section

  3. Use delete button on checklist card to delete the same

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