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  3. Daily Checklists
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How to create a checklist

Have daily checklists that you need your team to run? You can create templates for your team to complete every day.

Steps to create a checklist:

Mobile
Desktop
  1. From the home screen, click into the Daily Checklist workspace.
  2. Click on the top middle.
  3. A menu will appear, click on Workspace Details.
  4. Select Templates.
  5. Click the + icon on the top right corner.
  6. Give your checklist a name. Click Add a question and select from the following options:

    Single select - The person will have to select from a multiple choice question
    Text Area - The person will have to answer with text or numbers.
    Checkbox - The person will mark off a checkbox.
  7. Continue to click on Add a question to add additional items on your checklist.
  8. Click Create on the top right once it's completed.
  9. To use this checklist, go back to the Daily Checklist Workspace. Tap the + button on the bottom right corner. Find and click on the checklist name that you want to complete. 
  10. Fill and complete the checklist and click Save.
  1. On left hand side, click into the Daily Checklist workspace. 
  2. Click on the arrow button next to New the top right corner mceclip2.png.
  3. Select Create New Template.
  4. Give your checklist a name. Click Add a question and select from the following options:

    Single select - The person will have to select from a multiple choice question
    Text Area - The person will have to answer with text or numbers.
    Checkbox - The person will mark off a checkbox.
  5. Continue to click on Add a question to add additional items on your checklist.
  6. Click Create on the top right once it's completed.
  7. To use this checklist, click on the arrow button again mceclip2.png, find and click on the checklist name.
  8. Fill and complete the checklist and click Save.