Create a Checklist Template

Introduction
Checklist templates help you document recurring work steps consistently and completely. They can be created, for example, for material lists, checkpoints, or standardized procedures. Once created, the template is available for further use in jobs.

Instructions

1. In the main menu on the left, open Settings.
2. In Settings, select the Checklist Templates section.
3. Click the "+" in the bottom right to create a new checklist template.
4. Enter a name for the new template, for example Checklist 2.
5. Open the newly created checklist.
6. Click the "+" in the bottom right again to add a new entry.
7. In the required Title field, enter the name of the entry, for example Material.
8. Optionally, you can also add a Description .
9. Confirm the entry with OK.

Note
You can add further entries to the checklist template at any time using the plus sign. Existing templates can be selected in the overview or deleted using the trash icon.