Welcome to our support

Checklists are excellent for ensuring compliance from candidate to candidate. The checklist function allows you to accurately track completed tasks and is fully customisable.

1. From the dashboard, click on Templates

2. Then select Checklists

3. Here you will see a list of your existing checklists

4. Click on Add New Template to create a new checklist

5. Name your checklist

6. If you would like to duplicate and edit an existing template, select the actions button on the template you wish to copy

7. Click on Duplicate to create it

8. If starting with a new checklist template, you will be prompted to 'Add a list'

9. This will create your first listing group, create a sub-title for its use

10. Once the title is added, you can begin adding items to your list by selecting the 'Add Item' button

11. After adding an item, you can title it and repeat to create the list

12. Click on Save once your checklist is completed