How to Create Checklists
Overview
A checklist is a list of tasks to be done. In this tutorial, we will show how you can create a checklist and use it when creating and assigning tasks to users within the SMS.
Step Tutorial
1. From the sidebar menu, go to Administration then Templates
2. Go to the Checklists tab.
3. Click New to add a new checklist.
4. Enter the checklist name.
5. Click the check icon to save.
6. Click the expand icon to add items to your checklist.
7. Click New.
8. Add the first item to your checklist.
9. Click the check icon to save.
10. Click New and repeat the same steps in adding items.
11. Click the Edit icon if you need to change or update an item.
12. Click the Delete icon to remove an item from your checklist.
That's it! You've successfully created checklists.
Congratulations on completing this tutorial. We hope this has been helpful to you and your organisation. If you have questions or concerns about this function, feel free to contact us via email at support@eskilled.com.au
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