Adding/Managing Checklist Items

To Add a Checklist Item:

  1. Click on the "Checklists" tool button on the Event Dashboard - OR - use the Quick Launch tool to select the appropriate Event and the "Checklists" tool.
  2. Find the Checklist you want to add items to and click on the "Open" button.
  3. Click on the "Add Item" button and type in the name of the item.
  4. Click "Save & Add Another" if you want to add another item to the list. If not, click "Save & Close".

To Check Off a Checklist Item:

  • Find the item and click on the checkbox next to it.

To Edit a Checklist Item:

  1. Click on the "Checklists" tool button on the Event Dashboard - OR - use the Quick Launch tool to select the appropriate Event and the "Checklists" tool.
  2. Find the Checklist where you want to edit items and click on the "Open" button.
  3. Find the item in question and click "Edit".
  4. Make your changes and click "Save".

To Move a Checklist Item or Change the Order of Checklist Items:

  • Find the item you wish to move; click-and-hold on the "up/down arrow" icon next to it; and drag-and-drop the item to the desired position on the list. Repeat until all items are in the desired order.

To Delete a Checklist Item:

  1. Click on the "Checklists" tool button on the Event Dashboard - OR - use the Quick Launch tool to select the appropriate Event and the "Checklists" tool.
  2. Find the Checklist where you want to delete items and click on the "Open" button.
  3. Find the item in question and click "Delete".
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