Create Template
Create checklist templates for services
Step by Step
1
Access 'Checklists' in the side menu
2
Click '+ New Template'
3
Fill in template name
4
Add description
5
Create sections to organize
6
Add questions in each section
7
Define question types
8
Mark required questions
9
Click 'Save'
Tips
- •Templates can be reused across WOs
- •Organize in sections for long checklists
- •Test template before production use