Skip to main content
All CollectionsTickets
Add or manage checklists on a ticket
Add or manage checklists on a ticket
Jobin Johny avatar
Written by Jobin Johny
Updated over a week ago

How to add/modify checklists on a ticket.

To add/modify checklists on a ticket, follow these steps:

Step 1: Open the service desk module on side navigation bar and select "Tickets" section.

Step 2: Open the ticket that requires addition of a checklist.

Step 3: Look for the "Checklist" drop-down menu located on the right-hand side of the screen and click on it.

Step 4: In the drop-down menu, you will find completed checklists with tick marks, indicating the completion status, along with the name of the person who completed it and the time of completion. There will be multiple checklists.

Step 5: Scroll to the bottom of the checklist and click on "Modify checklist."

Step 6: A new screen will appear, where you can change the order of the existing checklist by clicking on the three dot icon located to the right of each checklist.

Step 7: The options available on three dot icon will be "Move item below", Move item above" and "Delete"

Step 8: You can also mark the priority status for checklist using flag icon.

Step 9: To add a new checklist, click on "Add checklists."

Step 10: If you want to add pre-existing checklists, click on "Add from library," and select the checklist you want to add by clicking on "Add" in the library screen.

Step 11: Once you have finished modifying or adding the checklists, click on "Save" to save all changes to the ticket.

Congratulations! You have now successfully added or modified checklists on the ticket.

Did this answer your question?