Create a checklist article

Updated Dec 10, 2019

Checklists are a great way to write standard operating procedures. In this article, you will learn how to create a checklist in ScreenSteps.

Note: Checklist articles are available in the Growing Bussiness plan.

Create a New Article

1. Click "+" to create a new article

Hover your mouse underneath an article title to see the + icon appear.

2. Select Checklist Article Type

After you name your article, you will need to select the article type.

3. New Checklist Article is Created

1. Edit the Checklist

You can edit the checklist in either the desktop editor or the web editor.

Edit on Desktop

Add a checklist item

Add content below a checklist item

You can add content blocks below a checklist item the same as you would add content in a normal article. You can also add screenshots using the hotkey function--screenshots will be added below the checklist item that is selected.

The editor works the same in the desktop as in the web. The main difference will be that you can add new screenshots and annotate those screenshots using the desktop editor.

Great for when you want to include detailed instructions for specific checklist items.

Edit the Article on the Web

You can edit the article using the web editor. Here are instructions for using the web editor.

1. Click Edit on Web

2. Drag a checklist item to the outline area

To add a checklist item, select the Checklist Item.

ScreenSteps

3. Add content under the checklist item

After you create a checklist item, you can add another checkbox or add more content

Click the + icon

ScreenSteps

Select another content block

ScreenSteps

Content added below a checklist item can be revealed by clicking on the dropdown next to the checkbox.

0 Comment

Add your comment

E-Mail me when someone replies to this comment
Previous Article Create a table of contents in an article
Next Article How to convert an article to a different type

Still Need Help?

Contact Us