Creating/Using Checklist Templates
The Checklists Templates tool lets you create reusable checklists that you can add to your Events over and over again.
NOTE: Checklists are just simply lists of items that you can mark off. If you need to be able to assign due dates and assign Contacts to items, use the To-Do's tool and templates.
To Create a New Checklist Template from Scratch:
- Click on "Templates" in the main navigation bar and click on the "Checklst Templates" link.
- Click on the "Add Template" button.
- Enter the Checklist name and click "Save".
This brings you to the Checklist Template builder page, where you can add Checklist items by following these steps:
- Click on the "Add Item" button.
- Enter the Item name.
- Click "Save".
- Repeat until you have added all the Checklist items you need.
To Create a Checklist Template from an Existing Checklist:
- Click on the "Checklists" tool button in the Event Dashboard.
- Click on the "Import/Export" button and select the "Save as Template" option.
- From the dropdown menu, select the Checklist that you wish to save as a Template.
- After clicking "Save", the selected Checklist will be saved as a new Checklist Template in the Templates area, which you can now edit and modify.
To Import a Checklist Template into a New Checklist:
- Click on the "Checklists" tool button in the Event Dashboard.
- Click on the "Import/Export" button and select the "Import Template as New Checklist" option.
- From the dropdown menu, select the Checklist Template that you wish to import as a new Checklist.
- After clicking "Save", the selected Template will be saved as a new Checklist, which you can now edit and modify.