Create Checklist Types

To set up the Daily Checklist, you will need to first create New Checklist Types. Each item that appears on the daily checklist can be given a type, such as AM, PM, Reception, Kennel Tech, etc. These types can be toggled on and off when using the checklist. You must create at least one type.

1. Head over to Left-hand Navigation: Admin » Daily Checklist.
   
   
2. Under the Checklist Types section, select the + Add to add a new Daily Checklist Type or select the pencil icon to edit an existing type.
   
   

   
   
   

3. Enter the name of the Checklist Type and select Save.

Next Steps

Proceed to Create Checklist Items.

Related Resources

• Daily Checklist Topic Outline
• Create Checklist Items How-To
• Use the Daily Checklist How-To
• Run Daily Checklist Report How-To