Set Up the Checklist Board

To set up the Checklist Board

1. Import the board.

2. Create a feature group and assign the board to the group for user access.

3. When you add or edit the board for a feature group, enter this information.

Checklist configuration

Field	Description	Valid Values
Default Label	The name for this board as you want it to appear in the menu.	Any combination of up to 200 alphanumeric characters, excluding special characters.
Input	The view, which allows you to add records to the board, that you want to assign to the feature group.	None.
Display	The view, which appears when a board is opened, that you want to assign to the feature group.	Select one of the following options: Checklist Template List: Shows checklist templates. Activated Checklist List (All): Shows all activated checklists regardless of assigned position. Activated Checklist List (Position): Shows checklists only belonging to current position.
Device Type	Indicates the type of device on which the board is primarily intended for display.	Select one of the following options: Desktop Mobile Desktop and Mobile
View Filters	Determines what data is visible on the board. Unlike the filter/search feature that can be added to a board, which helps you find data, the view filters limit the visibility of the data.	No need to add or adjust these.
Board Permissions Tags	Identifies what actions users are able to perform on the board.	Select one of the following options: Template Admin: Allows the user to navigate to the Checklist Template List tab. View All Checklists: Allows the user to navigate to the Activated Checklist List (All) tab. Edit All Checklists: Allows the user to edit checklists on the Activated Checklist List (All) view. Edit Position Checklists: Allows the user to edit checklists on the Activated Checklist List (Position) view. Delete Checklists: Allows the user to delete checklists on the Activated Checklist List (All) view.

4. Click Save.