How to use the Checklists app

The Checklists app is one of many apps by Taroo for Freshworks used by several thousands of agents every day. Here you'll learn the basics of how the app can help you tackle common use cases to mange your Support desk.

Here's a quick video that shows you how to use the Checklists app.

To add a task to a ticket, simply click on the text box, start typing and hit enter.

To mark a task as completed, simply click anywhere on the task or on the checkbox.

To delete a task, from the menu on the right, click Delete.

To convert a task into a subticket, from the menu on the right, click on "Convert to ticket".

Once you've clicked to convert the task into a new ticket, you'll see a link to the generated ticket.

Notice that the checkbox is now greyed out. Since this task is represented by a whole other ticket, for this task to be completed, the subticket will need to be resolved first. At that point, the task will automatically be marked as completed.

Within the newly generated ticket, you'll see a link to the parent ticket.

There's more to the Checklists app, like creating checklists and automating the addition of tasks to a ticket.