Before we get into the specific technical steps of creating a Checklist in Praxio, remember that you are creating the step-by-step process for completing a very specific task. A Checklist is not a Training.   

To start creating your first Checklist, follow the steps below:

Step 1: Navigate to the “Checklist” menu option in your home screen. 

Step 2: Select "Templates."

You will be taken to a page where you can view all of the templates and their descriptions. 

Note: You can also Create a Checklist from a Scratch if you want to document your own very specific process.  

Step 3: Click on the the template you wish to use. 

The template will automatically start downloading onto your account. 

Step 4: Begin editing the Checklist. You'll be able to return to Edit this Checklist whenever you need to. 

Step 5: Publish the Checklist and Assign it to your team with, or without, a Due Date. 

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