Creating/Using Checklist Templates

The Checklists Templates Tool lets you create reusable checklists that you can add to your events over and over again.

NOTE: Checklists are just simply lists of items that you can mark off. If you need to be able to assign due dates and assign Contacts to items, use the To-Do's tool and templates.

To Create a New Checklist Template from Scratch:

  1. Click on "Templates" in the top navigation bar.
  2. Find the "Checklists" box and click "Manage Templates".
  3. Click on the "Add New Template" button.
  4. Enter the Checklist name and click "Save".

This brings you to the Checklist builder page, where you can add Checklist items by following these steps:

  1. Click on the "Add Item" button.
  2. Enter the Item name.
  3. Click "Save".
  4. Repeat until you have added all the Checklist Items you need.

To Create a Checklist Template from an Existing Checklist:

  1. Click on the "Checklists" tool button in the Event Dashboard.
  2. Click on the "Save as Template" button.
  3. From the dropdown menu, select the Checklist that you wish to save as Templates.
  4. After clicking "Save", the selected Checklist will be saved as a new Checklist Template in the Templates area, which you can now edit and modify.

To Import a Checklist Template into a New Checklist:

  1. Click on the "Checklists" tool button in the Event Dashboard.
  2. Click on the "Import Template" button.
  3. From the dropdown menu, select the Checklist Template that you wish to import as a new Checklist.
  4. After clicking "Save", the selected Template will be saved as a new Checklist, which you can now edit and modify.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.