How to add a checklist

To create a new checklist, click the Checklist icon in the main sidebar to open the Checklists Dashboard. Then, click the Add New button in the top-right corner of the screen to open a modal dialog. 

In the dialog, complete the following fields: 

• Name – Give your checklist a title that will apply to all future runs of this checklist (e.g., “Business Trip Preparation Checklist”). 
• Description – Provide a brief explanation of the checklist’s purpose (e.g., “Covers all steps for trip planning, execution, and follow-up”). 
• Applicable To – Select the relevant category from the dropdown menu (for business travel, choose “Business Trips”). 
• Owner – Assign the checklist to a responsible person from the dropdown list of personnel. 
• Companies – Your company name will be filled in by default. If you manage multiple companies, click this field to add another or select “All” to make the checklist applicable to all. 
• Is Due Date Mandatory – Check this box if you want every checklist run to have a deadline.
• Is Measure Time Mandatory – Check this box if you want the system to record how long each task takes to complete. 
• Is Active – Keep this box checked to make the checklist visible and usable in the system. Uncheck it to deactivate the checklist. 

Once all fields are complete, click Save. The new checklist will appear on the Checklists Dashboard and can be assigned to relevant business trips.