Whistle Tickets - How to Create Checklists

Getting Started

  1. Go to the Tickets tab inside Whistle
  2. Select Checklists
  3. Click New Checklist
  1. Click Import or fill in Checklist Details
Import

Import checklist with CSV/XLSX document including columns:

  • Task Name
  • Task Description
  • Type (SECTION, CHECKBOX)

Task import files must be Microsoft Excel's native XLS, XLSX, or CSV formats.

Screen Shot 2021-01-13 at 5-52-25 PM-png.png (591×345) - Google Chrome
Fill in Checklist Details
  1. Title - Checklist Name
    • Department - Department assigned Checklist
    • Description - Information about Checklist (optional)
    • Priority -  Star rating (optional)
    • Default History View (optional)
  2. Room - location of checklist (optional - Room Setup located in Company Settings)
  3. Section - Label
    • Title
    • Description/Instructions (optional)
  4. Field - Task item
    • Title
    • Description/Instructions (optional)

Click on Create

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