Adding/Managing Checklist Items

Video Tip - Go to the 0:26 mark of the video to view information on how to add an item to a Checklist.

To Add a Checklist Item:

  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" area, click on the Checklist you want to add items to and click on the "Add Item" button.
  3. Type in the name of the item. 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 or Switch Event tool to select the appropriate Event and the "Checklists" tool.
  2. In the "Checklists" area, click on the Checklist where you want to edit items.
  3. Find the item in question; click the "Actions" button; and select the "Edit" option.
  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 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 or Switch Event tool to select the appropriate Event and the "Checklists" tool.
  2. In the "Checklists" area, click on the Checklist where you want to delete items.
  3. Find the item in question; click the "Actions" button; and select the "Delete" option.
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