Where are the checklists?
Start by going to Manage --> Checklist Templates. There are several helpful checklists included in your account to help you get started; you can edit these for your own use, or start a new one.
Each checklist has settings to control how that checklist is used; click the settings gear in the right side of the checklist title bar to edit the settings.
Name - title of the checklist
Visibility - Show items in your consolidated To-do List? (For example, one might not want to show an Equipment Checklists in their queue of things to accomplish.)
Permissions - set who can see and/or edit items on this checklist.
Staff:
Allow staff to see and check items on these lists?
Allow staff to edit, add, and remove items on these lists?
Customers:
Allow customers to see and check items on these lists?
Allow customers to edit, add and remove items on these lists?
Add or edit the items on each checklist
You can edit the items in the sample checklist, or add your own. For each line item in the checklist, you will need to select:
Which Packages, Add ons, Backdrops, or Extra Categories this line item applies to
Which checklist this item belongs in
Does this item have a due date?
Should this item be assigned to a staff member?
When editing a checklist item, be aware that by default it will sync to your existing bookings. This could cause some items that were previously checked to become unchecked.
