How to create a Checklist?

If you've got lists of tasks that often need to be completed on a recurring basis, then turning those lists into reusable lists will save you and your team a lot of time.

To create a Checklist, open app settings and click New Checklist.

You'll then need to give your Checklist a title and then click on Tasks.

Click on Add a task to open the new task configuration. 

For each task, you will be able to set:

• A name.
• A note that describes how the task can be completed.
• A link to a knowledge-base article on how to complete the task.
• A ticket template. This will cause a subticket to be automatically created the instant the task is added.
• A tag that will automatically be added to the ticket once it is checked off.

Note that the only required item for a task is its name.

Similarly, you can add more tasks to your Checklist.

When you're done adding tasks, click on Save and head over to a ticket.

You'll find the the Checklists app on the sidebar of ticket.

To add the newly created Checklist to a ticket, click on the button next to the text input. Then, pick a checklist to add to the ticket.

Voila, all tasks in the Checklist are added to the ticket.