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Whistle Tickets - How to Create Checklists

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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.

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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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