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Adding New Checklists - User Guide

Create a custom checklist in ServiceBox using grouped sections and multiple field types.

Creating a Checklist

To produce a checklist of your own, follow these steps:

  1. Hover your mouse over the down arrow beside your logged-in name at the top right-hand corner of the ServiceBox screen and select "Settings" from the drop-down menu.

  2. Click on the "Checklists" tab in the Settings screen, and then click the "Add List" button.


 

You can now begin building your own customized checklist. Use the "Group Title" type from the drop-down menu (where it defaults to "Checkbox") to create headings and sections within your checklist.

You can mix and match different item types, including:

  • Checkbox

  • Single-Line Text

  • Multi-Line Text

  • Dropdown (single choice from a list)

  • Multi-Select (multiple choices from a dropdown list)

Once you've added all your desired checklist items, click the "Save List" button at the bottom left to save your checklist.



For more information on Checklists settings, see Checklists Tab - Settings Configuration.

 

Need Help?
Click the Help button in the bottom-right corner of your screen when logged in.
If you're still having trouble, contact our support team at support@jobboxsoft.com.