Create a checklist template

Please note the Checklists Templates feature is only available to Admins and Managers.

As an Administrator or Manager you now have access to Checklists. This gives you the ability to create, view, update, or delete Checklist Templates from which you can base new Checklists. 

Checklist 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. 

Build your template

Follow these steps below to build a template. 

1. Log into IT Glue and navigate to Account. Select Checklists Template under the Asset Templates section in the sidebar. 

 

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2. Select New on the Checklists list view screen.

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3. Give your template a name and description. 

 

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4. Add a task by clicking on the Add task command.

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Note: You will notice you can't assign the task or set a due date in a template.
 
5. Add your tasks and descriptions.
 
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When you navigate back to the dashboard and select Checklist Template, the one you have just created is visible.
 
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You can now use the new template throughout all of your organizations. 
 
1. Navigate to Organizations and select Checklists under the Core Assets option in the sidebar.
 
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2. Select New.
 
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You will now see that the template is available to use for all Organizations.
 
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