Checklists

Table of Contents 

1. Overview
2. Checklist Dashboard
3. Adding a New Checklist
4. Editing a Checklist
5. Deleting a Checklist

Overview

The Checklists section allows service providers to manage and track job completion requirements efficiently. This interface provides functionalities for creating, viewing, editing, and managing checklists, ensuring that all necessary tasks are completed before a job is marked as finished.

Checklist Dashboard

The Checklist Dashboard serves as the main interface for checklist management, offering key functionalities such as adding, editing, duplicating, and archiving checklists, as well as searching capabilities.

• Title: Displays the name of the checklist.
• Date created: Indicates when the checklist was initially created.
• Status: Shows the current state of the checklist (Active or Archived).
• Action buttons: Provides buttons for quick management (View, Edit, Duplicate, Delete).

You can toggle between Active and Archived checklists by clicking the respective buttons on the dashboard.

Adding a New Checklist

To add a new checklist to your account, you will be presented with a form containing several fields (Checklist Title and Checklist Items). Follow these steps to create a new checklist:

1. Click the "+ New Checklist" button in the top right corner of the Checklist Dashboard.
2. Enter a Checklist Title.
3. To add Checklist Items, enter the item description and click "Done".
4. Click the blue "+ New Item" button to add more items.
5. Review all added items and click "Add new checklist".

Your new checklist will immediately appear on the dashboard.

Editing a Checklist

In this section, you can view, edit, add, and delete various aspects of your checklist, such as items and the checklist name.

• 2.1. Edit Checklist Name: Click the pencil icon next to the checklist name, enter the new name, and save changes.
• 2.2. Edit an Item: Click the pencil icon next to the item, update the details, then click "Apply Changes".
• 2.3. Delete an Item: Click the trash icon and confirm deletion.
• 2.4. Add New Item: Click "+ Add Item", enter the description, and save it.
• 2.5. Additional Options: From the three-dot menu you can Edit, Duplicate, or Delete a checklist.

Deleting a Checklist

Archiving or permanently deleting a checklist involves a two-step process. This prevents accidental removal and allows restoring if needed.

• 3.1. Archiving Checklists: Use the three-dot menu and select "Delete" to move it to Archived.
• 3.2. Restoring: From Archived, use the arrow or menu option to return it to Active.
• 3.3. Permanently Deleting: From Archived, select Delete again and confirm.

This process allows safe management with the flexibility to archive before deciding to permanently delete.