Creating/Using Checklist Templates

Video Tip - Go to the 1:15 mark of the video to view information on how to work with 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 main navigation bar and click on the "Checklst Templates" link.
  2. Click on the "Add Template" button.
  3. Enter the Checklist name and click "Save".

This brings you to the Checklist Template 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 "Import/Export" button and select the "Save as Template" option.
  3. From the dropdown menu, select the Checklist that you wish to save as a Template.
  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/Export" button and select the "Import Template as New Checklist" option.
  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.
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