Checklists

Checklists can be used to track your work and keep things consistent.

Creating and using checklists

1. Navigate to a ticket

2. Click the + button in the timeline tab and add a Checklist

   

3. Modify the name (optional) and click Save

4. You can now add checklist items:

   • Put your cursor in the Name field and type something E.g Order hardware

   • Assign someone and set a due date (both optional)

   • Click the ✔️ button to add (or press Enter if your cursor is still in the Name field)

     

Creating checklist templates

1. Create a checklist (as per above) that you would like to save as a template

2. Click the 💾 button (top-right) to save as a template

   • Name: this is the name of the checklist template and it can be changed later E.g New Computer Setup

   • Visibility: this determines who can see and use this template

     • Public = everyone

     • Private = only you

     • Shortcut = only visible via Ticket Shortcuts

   • Click Save

Using and editing checklist templates

1. Create or navigate to an existing ticket

2. Click the + button in the timeline tab and add a Checklist

   

3. From the Template dropdown, select the appropriate template

4. Use the Edit and Delete icons on the right

   

5. Checklist templates can be edited in many ways

   • Name can be changed

   • Order can be changed

   • Items can be added/remove

   • Assignees can be added/removed

   • Relative due dates can be set E.g 7 days would mean the item is due 7 days after the checklist template was added to the ticket