Table of Contents:

When is this helpful?

Creating a checklist

Editing a checklist

Cloning a checklist

Deleting a checklist

Viewing and searching for checklists

Viewing deleted/archived checklists

Changing the checklists view

When is this helpful?

This section is helpful to create audit forms/questionnaires/checklists. You can even edit, clone, or delete checklists here.

Creating a checklist

You can create a checklist by clicking on either the 'Create New' or 'Add New Checklist' buttons on this page.

Read: How to Create a Checklist?

Editing a checklist

You can edit an existing checklist by clicking on the 3 dots and then selecting 'Edit' in the options.

Read:

How to Edit a Response Type to a Question in a Form/Checklist?

How to Edit Questions in a Form/Checklist?

How to Create Conditional Questions?

Cloning a checklist

You can clone an existing checklist by clicking on the 3 dots and then selecting 'Clone' in the options.

Read: How to Clone a Checklist?

Read: How to Archive/Delete a Company/Dept?

Deleting a checklist

You can delete a checklist by clicking on the 3 dots and then selecting 'Delete/Archive' in the options.

Viewing and searching for checklists

You can also view existing checklists created for each company here using the 'Company' dropdown. You may also search for a specific checklist within a company using the top search bar.

Here, you can also create a new checklist under a specific company.

Viewing deleted/archived checklists

Under the 'Deleted/Archived' tab, you can view all the checklists for a specific company you have deleted in the past.

Changing the checklists view

You can view your checklists in a grid or a list using the 'Grid' and 'List' buttons on the top-right.

Did this answer your question?