How to Create a Checklist?

Implementing a checklist system provides a structured approach for staff to adhere to pre-defined tasks or instructions consistently. These checklists can easily added to both Tickets and PPM (Planned Preventive Maintenance), enhancing operational efficiency and ensuring standardized procedures are followed across the board.

The steps to create a checklist are given below:

•   Login: Log in to your account and access the Settings menu located at the top right corner of the dashboard.
  
  
  
• Navigate to Checklist: Within the Settings menu, go to the Ops section and click on 'Tickets'. In the 'Tickets' section, find and click on 'Checklist'. 
  
     
•  Click on ‘Create New’ to initiate the checklist creation process.
  
  

1. Checklist Details: Provide a name for the checklist based on the task and add a description if needed. Optionally, enable the checkbox to ensure staff can only resolve the status if the checklist is completed.
   
   
   
   
   
2. Create Fields: Click on ‘Create Field’ to generate a new section and select ‘Submit’. Use the + option to add fields that represent specific tasks within the checklist.
   
   
   
   
3. Field Configuration: For each field, enter the Item Name, and choose the Field type (checkbox, radio box, single line text, etc.). Optionally, enable features such as adding images and notes, and set fields as mandatory if necessary. Click on ‘Add to List’ to save each field configuration.
   
   
   

• Save Checklist: Add multiple fields as needed, then click 'Save' to finalize and create the checklist.

Once the above steps are completed, you will be able to successfully create a checklist. 

Feel free to reach out to us in case of any clarifications, we’d be happy to help. You can reach out to us at support@monktechlabs.com

Other recommended Articles : 

How To Create A New Ticket
How To Create A New PPM