Create Checklist

By Riley Venable
2 min

Create a Checklist from the ‘Manage Checklists’ page

To create a Checklist from the ‘Manage Checklists’ page:

  1. Open the ‘Manage Checklists’ page

  2. Click the ‘Create Checklist’ button

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  1. Click the ‘Name’ field to name the Checklist

  2. Add Checklist points with the ‘Add Step’ button

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With the additional menu, the sub-steps can be added so there will be multi-level Checklists.

 

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  1. Once the Checklist is ready click the ‘Save’ button to save it

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All created checklists will be shown on the ‘Manage Checklists' page

 

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‘Generate Checklist item with AI’

Also for a quick generating Checklist, we propose to use ‘Generate Checklist item with AI’

To ‘Generate Checklist item with AI’:

  1. Open the ‘Manage Checklists’ page

  2. Click the ‘Create Checklist’ button

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  1. Click the ‘Name’ field to name the Checklist

  2. Click the ‘Generate Checklist item with AI’ button

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  1. Enter you prompt

  2. Click the ‘Generate' button

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Now the Checklist steps were generated with AI.

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