Allow end-users to indicate the status of things by responding with yes or no by selecting either the green check ✅ or red cross mark ❌
Create Checklists
1. Open an existing Guide or start creating a new one
2. Click "+ New checklist"
3. Enter the Checklist title that describes what the end-user needs to check using this Checklist and click SAVE
4. Click on the media icon to upload a cover picture for your Checklist
5. Click "Edit checks" to create your Checklist
6. Click "+ NEW CHECK"
7. Write under each Check what needs to be checked (1 element per check) & upload the picture showing the users what should they be looking for
8. Click on the "+" to create another check
9. Publish your Checklists by publishing your Guide (updates)
Next to your instructions, your Checklists are now live on your Workspace and can be found within your Guide.
Note: As Checklists are not used to explain to users how to execute a procedure, Step Notes are not visible under Checks.
👣 Follow our step-by-step instruction on how to create a Checklist in your Guide.
Convert an Instruction into a Checklist
You can convert existing Steps in an Instruction into Checks in a Checklist by moving each Step from an Instruction to a Checklist within the same Guide.
1. Open an existing Guide or start creating a new one
2. Click "+ New checklist" to start creating a Checklist
3. Enter a Checklist title that should describe what the end-user needs to check using this Checklist
4. Click "Edit Steps" on the Instruction that contains the Steps you want to convert into Checks
5. You will now see the overview showing all the Steps in your Instruction
6. Grab each Step by the handle to drag & drop it in your newly created Checklist
Your Step is now converted into a Check!