Checklist items are tasks, information, or other recommended items that participants are suggested to complete, but are not required to. Checklists can be trip specific or used across multiple trips. And they can be set up for just leaders or members or both. Checklists are a great way to share information with your teams.
To access Checklists select Trips>Trip Components>Checklists. To create a new Checklist item, select Create New Item.
Enter the Name, Description (rich text editing is available), and select Add Checklist Item.
Add Checklist(s) to a trip
Once you have your Checklist items created, you can add them when you create a new trip or edit an existing trip.
Checklist items are on the Requirements page of your trips. Within your trip select Details>Checklist Items.
To add a Checklist item to the trip, select Add Checklist Items.
You can select the Checklist item(s) or create a trip specific Checklist item.
To select an existing Checklist items select the checkbox and select Confirm.
Once you have selected your Checklist items for your trip, you can select if they are only for leaders, participants, or both.
Participant view of Checklist items
When a participant views the Checklist page of their trip, they will see the Checklist section. They will be able to select and view the item, check the item as complete. They are able to view the item as many times as they need to, even if they mark it as complete.