![]() ![]() Drag the task to the appropriate spot in the checklist. To reorder a task, hover your mouse over the task and click on the ellipsis icon.Then, hover your mouse over the task and click on the ellipsis icon. Define the task name and description as usual. ![]() To insert a task, click on Add task at the bottom of the screen.This includes inserting additional tasks, reordering existing tasks, and deleting unneeded tasks. The IT Glue checklist template makes it easy to manage the order of your template tasks. Navigate back to Account > Checklist Template. The saved checklist will appear in the list view.Įxample of a fully built checklist template:.The description should list the finer details of the task and provide any information needed for the user to complete that task.The task name should be a brief description of the task or action needed.Repeat as needed to continue adding tasks to your template. Click on Add task to start building your checklist template.A good description will identify who the checklist should be completed by and when. Tip! A good template title will clearly identify the type of checklist and contain any relevant keywords. Select one or multiple templates and click Import. Now go to Checklists in any organization, click +New in the top right-hand corner and see these in the list of available checklist templates to use when creating a new checklist.Ĭhecklist templates let you create baselines of commonly executed checklists, such as client on-boarding or workstation setups, allowing you to save time when documenting commonly executed procedures. To access our default checklist templates, go to Account > Checklist Templates, and click Import From Template button in the top right-hand corner. Note: Default checklist templates also include TruMethods approved business-related checklists (myITchecklists TM). IT Glue now also offers Default Checklist Templates around some common best practices, which can be imported into your account and customized to suit your business. Please note the Checklists Templates feature is only available to Admins and Managers.Īccessing your template across all organizationsĪs an Administrator or Manager you have the ability to create, view, update, or delete Checklist Templates from which you can base new Checklists. ![]()
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