Checklists are a key tool for organizing workflows in a structured, complete, and transparent way. They ensure that all important steps are taken into account and properly documented.

In this tutorial, you’ll learn where to find checklists and how to create your own.

1. Facility contents

To create a new checklist, go to the facility contents section and click + New.

2. Template

Next, select the content type Template.

Then enter a title and click on the formular field to start creating your checklist.

2.1. Add components

In the next step, you’ll see a list of different elements on the left side that you can add to your form.

To add one, click on it, hold the mouse button, and drag it to the preferred position.

2.2. Layout components

Start with layout components. They form the foundation into which you can insert the appropriate fields.

2.3. Edit fields

Click on ✏️ to edit a field.

To duplicate a field, use the icon in the middle.

To delete a field, click on 🗑️.

Now adjust your fields to match your specific requirements. If the field should be mandatory, check the Required option.

Close the view once the structure meets your needs.

3. Editors & devices

Next, select which device categories and types the checklist should be available for.

Also decide whether only you should be able to edit the checklist, or if another person should have access as well. If so, select them under Editors.

Finally, click Save.