Playbook App: How To Make a Checklist

Link to this article here: Playbook App - Checklists

A CHECKLIST is a list of tasks that need to be checked off. You can make these checklists for all kinds of reasons like training or procedures. Let's take a look!

1) Go to the Plays tab in the playbook and click on Checklist

This screen will show all checklists that are available whether you created them or they came pre-loaded with the playbook. 

2) To add a new Checklist, click the Add button at the top.

Here you can add the general information for your checklist such as its title, description, and the categories you would like to add it to. 

Also, you can attach a survey to your checklist. Once set, click Next.

3) To begin to add steps to your checklist, click the '+' button on the top left of the screen: 

Add the necessary information for your task, including the title, the number of attachments required, and the task's instructions.

4) You can add another task by clicking the '+' button again. Or if you are finished you can click the Save and Close button.