Adding/Managing Checklists

To Add a Checklist:

  1. Click on the "Checklists" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Checklists" tool.
  2. Click on the "Add Checklist" button; add the name of the Checklist; and click "Save."
  3. This takes you to the Checklist details screen where you can:
    • Add a new item to the Checklist by clicking on the "Add Item" button; typing in the name of the item; and either clicking "Save & Add Another" or "Save & Close".
    • Check off any item by clicking on the checkbox next to it.
    • Edit or delete any existing item by clicking on the "Actions" button.
    • Change the order of items by clicking-and-holding on the up/down arrow icon and dragging the item to its desired place.

To Rename a Checklist:

  1. Click on the "Checklists" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Checklists" tool.
  2. In the Checklists list, find the Checklist you want to rename; click on the down arrow next to it; and select the "Rename" option.
  3. Type in the new name and click "Save".

To Download a PDF File of a Checklist:

  1. Click on the "Checklists" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Checklists" tool.
  2. in the Checklists list, find the Checklist you want to download and click on it.
  3. Click on the "PDF" button.

To Delete a Checklist:

  1. Click on the "Checklists" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Checklists" tool.
  2. In the Checklists list, find the Checklist you want to delete; click on the down arrow next to it; and select the "Delete" option.

Video Tip - Go to the 0:19 mark of the video to view information on how to add a new Checkist.

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