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.