Creating Checklist Templates

Create an infinitely reusable Checklist for your events.

About This Article

This article will walk you through creating checklist templates.

Contents

  1. Locating Checklist Templates
  2. Creating a New Template
  3. Adding Items to The List


Locating Checklist Templates

To get started, open your group Settings and click Check Lists under templates.

 

Creating a New Template

Once you arrive, click Create in the upper right.

 

Fill out a few details and share it with your subgroups so they can view the checklist when it's added to an event that they are invited to.

 

Adding Items to The List

To add items to the checklist, open the one you'd like to update...

 

...then click Edit Rows in the upper right once you're inside.

 

You'll then find yourself in edit mode with a description box for a new Checklist item. Type the name the item should have, then press Enter, or click Add.

 

 

Continue filling out new items for the Checklist until things look correct. Click and drag anywhere on an item to move it to a new location in the list.

 

Once all items have been added, your template is ready to use!

 

Please, let us know below if this article helped you understand how to create Checklist templates for events.

All the best from us at Team Crescat.