Create Checklist Items (How-To)

Article Details

Summary

After you set up your checklist types, create checklist items for each checklist type.

Before You Begin

Create checklist types first. See Create Checklist Types.

Steps

  1. Go to Left-hand Navigation: Admin » Daily Checklist.
  2. In the Checklist Items section, select + Add to add a new Daily Checklist Item.

    Checklist items table with add button.

  3. Fill in the details of the checklist item:
    • Location: The location in your app where this item applies.
    • Value: A short description of the task to complete.
    • Type: The daily checklist type this task shows for.
    • Days of Week: The days the item shows on the list. If it is Tuesday and Tuesday is not selected, the item does not show.
  4. Select Save.

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