FAQs - Anylist Checklist Builder
Q: What is the Checklist Builder
The Checklist Builder offers an efficient way to create and manage due diligence checklists. You start by naming your checklist, choosing between manual creation or AI-generated options. If you opt for AI-generated content, the tool quickly drafts a checklist tailored to your needs, consisting of up to 10 sections, each with 10 questions. These sections include associated risks and recommendations depending on the context provided for each question. Once the checklist is set up, you can monitor its completion through the Portfolio Pro Dashboard, ensuring a thorough assessment of the target company’s risks and recommendations. This streamlined process not only saves time but also enhances the quality and effectiveness of your due diligence efforts.
FAQs
Q: I want my checklist to be AI generated, how can i go about it?
Step 1: Input the name of your checklist, date the creator and toggle AI generated on.
Step 1: Input the name of your checklist, date the creator and toggle AI generated on.
Step 2: Choose your checklist features; Your checklist details, who your checklist is for, your checklist type, questionnaire style, whether risk scoring should be included and click next.
Step 2: Choose your checklist features; Your checklist details, who your checklist is for, your checklist type, questionnaire style, whether risk scoring should be included and click next.
Step 3: Wait a few seconds while your section headings are being created. You can also review or approve the section headings before the questions are created.
Step 3: Wait a few seconds while your section headings are being created. You can also review or approve the section headings before the questions are created.
Wait a few minutes while your questions are being created.
Step 4: Upload your company logo and select team members you wish to give access.
Step 4: Upload your company logo and select team members you wish to give access.
Step 5: Review your questions and approve. After, wait a few minutes while your checklist is being created.
Step 5: Review your questions and approve. After, wait a few minutes while your checklist is being created.
Step 6: Your checklist has been created, activate it.
Step 6: Your checklist has been created, activate it.
View checklist on dashboard.
Q: I want to create my checklist manually, how do i do that?
Step 1: Input the name of your checklist, date, the creator and toggle AI generated off.
Step 1: Input the name of your checklist, date, the creator and toggle AI generated off.
Step 2: Choose your checklist features; Your checklist details, who your checklist is for, your checklist type, questionnaire style, whether risk scoring should be included and click next.
Step 2: Choose your checklist features; Your checklist details, who your checklist is for, your checklist type, questionnaire style, whether risk scoring should be included and click next.
Step 3: Add your section headings, review and approve.
Step 3: Add your section headings, review and approve.
Review and approve and click next
Step 4: Upload your company logo and select team members you wish to give access.
Step 4: Upload your company logo and select team members you wish to give access.
In case there is no existing logo.
Step 5: Add your questions , review and approve. Click next and your checklist would be created in few seconds.
Step 5: Add your questions , review and approve. Click next and your checklist would be created in few seconds.
Checklist being created.
Step 6: Your checklist has been created, activate and view on your dashboard
Step 6: Your checklist has been created, activate and view on your dashboard
Checklist activated.
Q: Can I customize the AI-generated checklist?
Yes, you can review and approve sections and questions before finalizing the checklist.
Q: Can I include risk scoring in my checklist?
Yes, risk scoring can be added during the checklist setup.
Q: Can team members collaborate on a checklist?
Yes, you can assign team members access to the checklist.
Q: Is there a limit to the number of questions per checklist?
AI-generated checklists consist of up to 10 sections, each with 10 questions.
Q: Where can I monitor the checklist’s progress?
Use the Portfolio Pro Dashboard to track completion and results.
Q: Can I modify the checklist after activation?
Yes, you can modify the checklist after activation.
Q: How long does it take to generate a checklist with AI?
It typically takes a few minutes for the AI to create sections and questions.
Q: What are the benefits of using the AI Checklist Builder?
It saves time and ensures thorough due diligence with tailored questions and risk recommendations.
Q: Are all questions in AI-generated checklists relevant to my business?
The AI attempts to tailor questions based on the information you provide during setup.
Q: How can I manage different checklists for different teams?
Assign teams to specific checklists by selecting members during checklist creation.
Troubleshooting FAQs: Anylist Checklist Builder
Q: Why can’t I find the Checklist Builder on my dashboard?
A: Ensure your subscription includes access to the Checklist Builder. If it’s unavailable, upgrade your plan or contact support.
Q: How do I switch between AI-generated and manual checklist creation?
A: Toggle the AI-generated option on or off during the initial setup.
Q: What should I do if the AI-generated checklist takes too long to create?
A: Wait a few more minutes, as creation times may vary. If it still doesn’t complete, refresh your browser or contact support.
Q: Can I add more than 10 questions per section?
A: No, AI-generated checklists are limited to 10 questions per section. For manual checklists, you can add as many as needed.
Q: Why is my checklist not appearing on the dashboard after creation?
A: Ensure the checklist is activated. Check the checklist settings and verify it has been saved and activated.
Q: Can I edit an AI-generated checklist after it’s created?
A: Yes, you can review and modify the checklist after creation and activation.
Q: Can i duplicate my checklist?
No, you cannot duplicate your checklist.
Q: What happens if I accidentally delete a question?
A: Deleted questions cannot be recovered. Re-add the question manually or recreate the checklist if necessary.
Q: How can I ensure risk scoring is included in the checklist?
A: Select the risk scoring option during setup under the checklist features section.
Q: Why are some AI-generated questions not relevant to my business?
A: The AI generates questions based on the context provided. Ensure accurate information is entered during setup.
Q: Can I share a checklist with team members after creation?
A: Yes, you can assign team members during or after checklist creation to collaborate on the checklist.
Q: How do I upload my company logo if I don’t have one ready during setup?
A: You can skip the logo upload step during setup and add it later through checklist settings.
Q: Why are checklist progress updates not appearing on the Portfolio Pro Dashboard?
A: Ensure the checklist is assigned to a team and is actively being worked on. Refresh the dashboard for updates.
Q: How do I delete a checklist I no longer need?
A: Go to the checklist settings and select the delete option. Be cautious, as deletion is irreversible.
Q: Can I duplicate an existing checklist for a new client?
A: Yes, you can duplicate a checklist and customize it for a new client or project.
Q: Why can’t I assign certain team members to a checklist?
A: Ensure team members have the necessary permissions to access the checklist.
Q: How do I export a checklist for offline use?
A: Use the export option in the checklist settings to download the checklist as a PDF or other supported format.
Q: What should I do if my checklist sections are missing questions?
A: Review the checklist creation process to ensure all questions were saved. Re-add any missing questions manually.
Q: Can I integrate the checklist with other tools or platforms?
A: Currently, integration options are limited. Contact support for the latest updates on integrations.
Q: How do I track the completion status of a checklist?
A: Use the Portfolio Pro Dashboard to monitor progress and view detailed results.
Q: How do I contact support for issues with the Checklist Builder?
A: Use the support bot on the website or email support@diligentsia.co.uk for prompt assistance.