Checklist Management

This guide covers how to create and manage checklists, and how to add or remove task templates.

Creating a Checklist

Go to the Checklists page and click the Create Checklist button in the top-right corner.

Form Fields

After creation, you will be redirected to the Checklist detail page.

Adding Task Templates to a Checklist

Manage templates in the Manage Templates section at the bottom of the Checklist detail page.

Adding Existing Templates

1. Click Edit Templates to enter edit mode
2. The system lists all templates matching the Checklist's country
3. Use the search box to find specific templates
4. Check the templates you want to add (the selected count is shown at the bottom)
5. Click Save Changes to save

Only templates with the same country as the Checklist will appear in the list.

Quick Create and Add

If the template you need doesn't exist yet, you can create it directly in edit mode:

1. Click the Quick Add Template button
2. Fill in the Chinese and/or English name (Country is automatically locked to the Checklist's country)
3. Click Add

The template will be created and added to the current Checklist in one step.

Removing Templates

In edit mode, uncheck the templates you want to remove, then click Save Changes.

Editing a Checklist

In the Checklist Information section at the top of the Checklist detail page:

1. Click Edit Checklist to enter edit mode
2. Modify the title, description, country, device type, or risk level
3. Click Save Changes to save

Deleting a Checklist

Click the Delete Checklist button and confirm in the dialog.

Deletion is irreversible and removes all associations between the Checklist and its templates. Projects already created with this Checklist are not affected.

End-to-End Example

Here is a typical flow for preparing a Checklist for a specific country from scratch:

1. Create task templates for the target country in the Task Library
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2. Create a new Checklist, specifying the country, device type, and risk level
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3. Open the Checklist detail page and click Edit Templates
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4. Check all required templates; use Quick Add Template for any missing ones
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5. Save — the Checklist is now ready to be used when creating a project