Adding a Checklist

Creating checklists makes it easier for your team to understand protocols through providing step-by-step guidance and connecting steps to references, including videos and guidelines. They’re a great way to improve the actionability of your knowledge. You and others can verify users’ completion of steps, and they can add comments (read more here).

To add a checklist, make sure admin mode is turned on.

1. Go to the Checklists area by clicking on it in the left-hand column of the platform
2. Find the section where you want to add the checklist
3. Press Add binder / directory
4. In the pop-up, title the checklist in the Checklist name field
5. Select the checklist's owner(s) using the Owners drop-down menu. If needed, you can add new owner(s)
6. (Optional) Select the checklist's keyword(s), content type, specialty, subspecialty, and/or target audience(s)
7. Press Create