Create a Checklist

To create a new Checklist, go to Dashboard > Audit Checklists > select the blue '+ Create Checklist' button.

Enter the name in the 'Title' box, and an optional description in the 'Description' box.

The name and description will be visible to anyone using the checklist.

Click Save to continue building the checklist. Click cancel to delete your progress.

Checklist fields can be edited after they have been saved.

To add a field, go to Dashboard > Audit Checklists > Edit a checklist or '+ Create Checklist'.

Add a field to the checklist using the blue ‘+ Add Field’ button.

To remove a field, go to Dashboard > Auditor Checklists > Edit > Delete.

To edit a field, go to Dashboard > Auditor Checklists > Edit > Edit.