Getting Started
- Go to the Tickets tab inside Whistle
- Select Checklists
- Click New Checklist
- 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.
Fill in Checklist Details
-
Title - Checklist Name
- Department - Department assigned Checklist
- Description - Information about Checklist (optional)
- Priority - Star rating (optional)
- Default History View (optional)
- Room - location of checklist (optional - Room Setup located in Company Settings)
-
Section - Label
- Title
- Description/Instructions (optional)
-
Field - Task item
- Title
- Description/Instructions (optional)
Click on Create
