Create a checklist



The basis for a complete and an efficient documentation of your orders ist the use of checklists during your processing.

You create checklist in the administration.
To do so you click the + new checklist button under checklists.

First you give your checklist a name. The you add your individual steps (1).
Now you can format these steps to suit your requirements which means you can change the meaning of the checklist types (2). You name your step in the name field (3). Finally do not forget to save it. You release the checklist in der overview menu item for use.