Checklist templates

Ready-made checklists save staff from typing the same steps each time. Administrators manage them at Workflow → Checklists.

The Checklists page listing Warranty claim and Wholesale order, each with 4 items. Warranty claim is selected, showing its items: get photos of the fault, check the purchase date, raise the claim with the supplier, send the replacement

Click Add, give the checklist a name, and enter its items. Press Enter after an item to start the next, and drag items to put them in order. The order of the lists on the left is the order staff see them in.

Using them

Staff add one from the menu on a ticket’s checklist.
An automation can add one, for example when a ticket arrives in a returns queue.
A recurring task can start with one.

A ticket gets its own copy of the items, so later changes to the template leave existing tickets as they are.