After the header of your checklist is set up (see creating a new checklist), you can now add custom line items to tailor your checklist needs. To add new line items to your checklist, follow the steps below:
Steps
- Go to Admin / Checklist
- To add line items, complete the following:
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- Preview - at any point in time you can preview how your checklist will appear.
- Type - The dropdown arrow displays various options of the type of item you are creating:
- Checkbox - requires checking the box to indicate if completed.
- Number - enter a number (temperature, quantity, etc).
- Text - allows for a description.
- Group - if there are multiple items to be grouped in a section, you can group these together (eg. multiple fryers to report on, employee numbers, etc).
- Picture - attach a picture of a checklist item.
- Yes/No - allows for easy yes/no answers if the checklist item is complete.
- Text and Picture - Attach a picture and add a description.
- Name - This is the instruction that will appear on your line item.
- Header - Allows you to create category headings within your checklist.
- Description - Chance to add further details to the line item.
- Group - If you have set up any grouped checklist items (Step 2d) and want to apply a checklist item, select the applicable grouping.
- Assigned Task List - If a follow-up task is created within the checklist, the task will be assigned to this category.
- Once you have completed all of line items, you can preview your checklist to see how it will appear.
- Click here (link to How to complete a checklist) for information on how to access and complete a OwlOps checklists.