Learn how to add a new Checklist to your Chekhub Account
- Access the Checklist Dashboard:
- Navigate to the Checklist Dashboard via the navigation panel on the left side of your screen.
- Create a New Checklist:
- Click the "Create Checklist" button in the top right corner.
- Enter a name for your new checklist in the dialogue box in the top left of your screen.
- 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.
- 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.
- 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.