Create a checklist

1. Open the property, area, or asset.

2. Go to the checklists through the tab “Related objects.”

3. Generate a new checklist using the “Available checklist templates” button

4. Select the checklist you want to generate

5. The generated checklist will appear in the “Generated Checklist” list.
   

   

Fill in a checklist

Checklists part of a an object

1. Open the property, area, or asset.

2. Go to the checklists through the tab “Related objects.”

The checklist is created on generated for the spotted object and you now need to fill in the checklist.

1. Open the checklist by clicking on the checklist in the “Generated checklist” list.

2. To fill in the checklist you have the following options.

   1. Use the button “Fill out checklist” (The first question is automatically opened. Enter the answer and go to the next question. This option is incredibly user-friendly for tablet or phone users.)

   2. Via the include (bottom part of the screen )  'Questions' (An overview of all questions is shown. Navigate through the questions using the Tab on the keyboard and directly answer the questions via the include.

Checklist part of a work order

If you are assigned with a work order to for example to clean an area, it is possible that a checklist is part of the work order.

1. Open your work order through your task list on the startBoard

2. Navigate to the “Checklist” tab

3. Open the checklist to fill it in.

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• You know how to use the checklist functionality. Generating new checklists