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Create an use checklists

  1. Navigate to a ticket
  2. Click the + button in the timeline tab and add a Checklist
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  1. Modify the name (optional) and click Save
  2. You can now add checklist items:
    • Put your cursor in the Name field and type something E.g Order hardware
    • Assign someone and set a due date (both optional)
    • Click the ✔️ button to add (or press Enter if your cursor is still in the Name field)
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Tips!
  • Use the tick box to complete items (on the far left)
  • Use the grabby icon to rearrange items (on the far left)
  • Use Tab to indent items
  • Type // in the name field to embed items
  • Toggle ‘Incomplete Only’ to view only incomplete items (top-right)
  • Toggle ‘Assigned to me’ to view only items assigned to you (top-right)

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Create a checklist template

  1. Create a checklist (as per above) that you would like to save as a template
  2. Click the 💾 button (top-right) to save as a template
    • Name: this is the name of the checklist template and it can be changed later E.g New Computer Setup
    • Visibility: this determines who can see and use this template
      • Public = everyone
      • Private = only you
      • Shortcut = only visible via Ticket Shortcuts
    • Click Save

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Use and edit checklist templates

  1. Create or navigate to an existing ticket
  2. Click the + button in the timeline tab and add a Checklist
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  3. From the Template dropdown, select the appropriate template
  4. Use the Edit and Delete icons on the right
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  5. Checklist templates can be edited in many ways
    • Name can be changed
    • Order can be changed
    • Items can be added/remove
    • Assignees can be added/removed
    • Relative due dates can be set E.g 7 days would mean the item is due 7 days after the checklist template was added to the ticket