Create Checklist Template

Create Checklist Template

Creating a Checklist Template in flowdit: Step-by-Step Guide


Create a checklist template in flowdit effortlessly:


1. Navigate to "Checklists":


2. Log into your flowdit account and go to the "Checklists" section.


3. Click on the "Create Template" Button.


4. Look for the "Create Template" button and click on it to initiate the template creation process.


Title and Description:

Provide a title and description for your checklist template. This information helps users understand the purpose and scope of the checklist.
Sections of the Checklist Template:

Start Page:

This section includes essential header data that categorizes the checklist:
Site Conducted

Conducted On

Prepared By

Location


Inspection:

The main data checklist is located in this section. You can add questions or pages that suit the checklist's purpose.

End Page:

This section includes footer data for the checklist:
Finished At

Signature


Adding Questions or Pages:

Within the "Inspection" section, you can add questions or pages as needed. Customize this section to fit the specific requirements of your checklist.

Save and Publish:

Once you've configured the sections and added the necessary questions, click on the "Save" or "Publish" button to finalize your checklist template.

By following these steps, you'll successfully create a checklist template in flowdit, organized into three main sections: Start Page, Inspection, and End Page. This intuitive process ensures that you can tailor your checklist to meet your unique needs and efficiently manage your workflows


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