Create a Checklist

Learn how to add a new Checklist to your Chekhub Account

  1. Access the Checklist Dashboard:
    • Navigate to the Checklist Dashboard via the navigation panel on the left side of your screen.
  2. Create a New Checklist:
    • Click the "Create Checklist" button in the top right corner.CHECKLIST
    • Enter a name for your new checklist in the dialogue box in the top left of your screen.Screen Shot 2024-06-10 at 4.05.11 PM
  3. Add Details:
    • Add additional information such as a Description, Category or specify any Qualifications required to complete the checklist.
    • Set the Safety Concern Level to inform your teams of any potential risks.Screen Shot 2024-06-10 at 4.12.27 PM
  4. Build Your Checklist:
    • Select the Toolbar tab to start building your checklist.
    • For detailed information on each component, refer to our article on Checklist Components.
    • Add various steps such as Text, Decision Trees, and Media Uploads to suit the specific requirements of the job.Screen Shot 2024-06-10 at 4.17.21 PM
  5. Save and Publish:
    • Click the checkmark to save your changes.
    • Once saved, publish the checklist from the top left corner so it can be used in your tickets.
By following these steps, you have successfully added a new checklist to your organization in Chekhub!