Checklist Template

To Add Checklist

Go to Setup > Customization > Checklists > Checklist Template.
Click New Checklist Template.
To add a new item, click New Item.
To add existing items, click Add Existing Items.
To import items, click Add from CSV.
Drag to reorder the checklist items.
Click to modify the field type.
Hover over an item and click to add a new item and to remove the item.
Click Preview on the top of the page to see how the checklist is displayed to technicians.
Click Save.

List View Operations

Click beside a checklist to perform the following actions:

Edit the checklist details or items.
Create a copy of the checklist.
View templates associated with the checklist.
Delete the checklist permanently.

Click on the top-right of the page to search through the list view columns.
Click to define the table layout.

Associate Checklist with Templates

Admins can create or associate checklists to incident and service request templates. When a request is logged using the template, the checklist will be automatically populated on the request details page.

Checklists can also be created or associated from the request details page.