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Once you have your checklist types set up, you will create checklist items for each checklist type.
Before You Begin
You will need to Create Checklist Types before you are able create checklist items.
Create Checklist Items
- Navigate to Left-hand Navigation: Admin » Daily Checklist.
- Under the Checklist Items section, select the + Add to add a new Daily Checklist Item.
- Fill in the details of the checklist item.
- Location is the location in your app where this item will apply.
- Value is the short description of the task that should be completed.
- Type is which daily checklist type this task should display for.
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Days of Week is when the item will display on the list, so if it's Tuesday and Tuesday is not selected it will not show.
- Select Save to save your new checklist item.
Related Resources
- Daily Checklist Topic Outline
- Create Checklist Types How-To
- Use the Daily Checklist How-To
- Run Daily Checklist Report How-To
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