How to create a new checklist from scratch?

Created by Binita Goswami, Modified on Thu, 13 Jun at 12:56 PM by Binita Goswami

Here is a reference video:



  1. From the Assets menu click on the Checklist option.


  1. In order to create a checklist from scratch click on the Blank Checklist option.



3.Insert Name(required), Description, Industry and Type as per requirement.

4.Click Save.



4.Select type of checklist,attach a file if required.


5.Add an Asset if required related to the checklist.


6. Select any asset or search for any related asset and Add.


7.Add Field under Checklist Task


8. Add Task Name, Task Type, Description(if required) , Value(if required) , Add New Parts if required


9.Add link if required under Field.


10.Add File or Delete the added File.


11. Add Heading if needed.


Headings can be dragged and arranged if you want.



12.Add any name to the Heading.


13. Heading can be copied to top or bottom and can be deleted as per requirement.


14.Add Section below if required and add details about the checklist.


15. You can preview the checklist that you have created from the Preview option present here.



16. Click Save if you are done.


17. Added Checklist will be shown in the All Checklist page as well as you can add a new one from here.

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