Creating checklists to meet all your organization's needs is a simple and easy task! You will begin by creating a new checklist.
To create a new checklist, navigate to IntouchCheck.
- Click on Manage Checklists in the navigation menu to go to the Checklists page, and then
- Click on the + Create button at the top left of the Manage Checklists page.
You will be brought to the checklist page, where you will have three options:
1) Start From Scratch
2) Use a Template
3) Copy an Existing Template
To create a new checklist, click on the + Start From Scratch button located on the top right of the page.
Once you click it, the Create a New Checklist box pops up, where you will enter the name of your new checklist, and then click on Create.
You will immediately be redirected to the form input user interface, where you can manually add sections and questions to your checklist, and configure all the settings for the checklist.
You can also set up your sections and certain question types by uploading a checklist using a .csv file.
Once you have created a checklist, you will need to Publish the checklist in order to allow users to complete checks using this checklist.
Check out this short video tutorial, or continue reading to learn more!