Skip to main content

How to create checklists

Heather Stanley
Updated
  1. Go to the Tickets tab inside Whistle
  2. Select Checklists
  3. Click New Checklist at the top right of page
    Checklist steps
  4. Click Import checklist with CSV/XLSX document including columns;
    1. Task Name
    2. Task Description
    3. Type (SECTION, CHECKBOX)
  5. - OR - Fill in Checklist Details;
    1. Title - Checklist Name
      1. Department - Department assigned Checklist
      2. Description - Information about Checklist (optional)
      3. Priority -  Star rating (optional)
      4. Default History View (optional)
        1. By Day
        2. By Week
        3. By Month
        4. By Quarter 
      5. Room - location of checklist (optional - Room Setup located in Company Settings)
      6. Section - Label
        1. Title
        2. Description/Instructions (optional)
      7. Field - Task item
        1. Title
        2. Description/Instructions (optional)
  6. Click Create
    Create Checklist

 

Related articles

Comments

0 comments

Please sign in to leave a comment.

Powered by Zendesk