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Checklist How-to Videos

This article contains a collection of videos showing all Checklist related changes

Updated over a week ago

The videos below will highlight some of the biggest changes with regards to the Checklist menus and Builder.

How to Navigate Checklist Menu

This video will show you an overview of the new menu structure, and we'll highlight the main changes on these pages.

How to Create and Publish a Checklist Template

This video shows you the new Checklist Builder, as well as the new Publish Wizard (new Templates only). This is an easy step by step process to apply the correct Settings and give your team access to the new Checklist.

How to Edit/Update a Checklist Template

This video goes into the details of updating existing Checklists (creating a new Version), which has been simplified.

How to Start Using a Checklist

This video shows you how you can complete ad-hoc Checklists from the Checklist Template screen by using the 'Start' button.

How to create and use Rules in Checklist Template

This video explains how you can create new Rules, apply these to questions, and update existing Rules.

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