📝Creating a List

Quick start

Closer look at creating a list

How to create a list

• Navigate to the ListMaker screen.

• Give your list a Name. This will help people find your list.

• Provide a Description.

  • This may be information to help users understand the purpose of the list or you may include some instructions.

  • The description is also used by the AI assistant to suggest steps. This is handy for creating new procedures.

• Select identity settings for this list.

  • Require Login: Ensures that only users with a cheker.io account can use the checklist. This also allows easy tracking of who has completed the checklist.

  • Ask for Name | Email | Mobile | Other: Specify what items you would like to request from users. This is only available when 'Require Login' in is deselected.

• Disable Resume Checklist

  • This setting stops cheker for asking anonymous users if they have a code to resume the checklist. This can be useful for checklists like customer surveys.

• Select Notification settings

  • Send me an email will send an email to the address that you log into cheker.io with every time someone completes this list. The email will show the selected responses and any available information about the person who completed it.

  • Send an email to these addresses will send an email like the above but it will go to the addresses you provide.

Click Next to proceed to adding tasks.