Information to know:
- You must be a company admin to create a new checklist
- Checklists are created at the company level and are available across all projects.
Steps
1. Navigate to Admin > Company Admin
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2. In the management box, click on Checklists
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3. Click on New Checklist
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4. Create a title for your checklist
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5. Update verbiage of the section headings and line items. In this example we are creating a general safety checklist.
To create a new line item, click on the blue plus button
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6. Create new Sections by clicking on the blue plus button
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7. When you are finished filling out your information, click on Save
See Also:
For Administrators:
For Users: