How to create custom checklists

Step-by-step guide on how to add new tailored checklists to an existing Organisation in Scaleflyt.

Custom checklists are only available in non-free subscriptions of ScaleFlyt. Make sure you have a suitable subscription plan to access this premium feature and tailor checklists to your organisation's needs.

Creating a new personalised checklist

Step 1: Access the Checklists Menu

Log in to your account and navigate to the organization where you want to add a custom checklist.

Click on the "Operations" tab.

From the drop-down menu, select "Checklists" to access the checklist management page.


Checklists menu item


Step 2: Start Creating Your Checklist

On the Checklists page, look for the "+ New checklist" button and click on it. A dialogue box will appear to begin the checklist creation process.


Step 3: Name Your Checklist

In the dialogue box, enter a descriptive name for your checklist. Make sure the name reflects the purpose of the checklist for easy identification.
New checklist dialogue


Step 4: Customize Your Checklist

Now, you can begin creating your checklist. Customise the checklist according to your specific requirements. You can add as many items as needed, organised in sections for better categorisation or workflow.
To add an item to the checklist, simply type the task in the provided field and press "Enter" or click the "check mark" button on the right.
If you wish to add another section to your checklist, click the "New section" button. This allows you to group related tasks together.


Step 5: Save Your Checklist Template

Once you have customised your checklist, review it to ensure everything is accurate and comprehensive.
Click the "Save" button to save your checklist template. Your checklist will now be available for use within the organisation.


Congratulations! You have successfully created your personalised checklist. You can access and use this checklist whenever needed for smoother and more efficient task management.