See also the Checklists (v2.0) video tutorial.

Checklists - Register maintenance multi-tasks, boat procedures (checks), shopping lists, etc.

How to Access Checklists

How to Register Checklists

Select "Checklists" from the left side menu and then click "+Add Checklist".

You are now on the Checklists add/edit screen. Start filling up the data of the checklist you are adding (e.g. a maintenance to-do checklist). You may skip some of these fields but make sure to fulfil the mandatory ones, identified by an asterisk.

General

Here below you may see the General fields of a Checklist and their functionality:

• Cover image: select an image you like to be used the the cover-page of your checklist. Better use something representative so that you may spot this checklist easily by just seeing its cover-image

• Title: how you wish to name this checklist. Better use something descriptive since this name will appear on various lists and reports later on, especially if this is a Public-checklist (see below)

• Description: expand on any details about the scope of this checklist and its usage. This can be useful for you to recall in the future what this checklist is about and much more on a Public-checklists to assist other to find it and use it appropriately (see below)

• Private: select to keep this checklists for your eyes only (“private”) or leave it as public for the whole boating community to be able to benefit from it too

• Category: refer to Categories & Customisation

• Linked record: does this checklist relate with other inventory/task/trip/log records? If so, configure it here. You may link a specific checklist with other relevant records (e.g. an engine-maintenance checklist with an engine, a fuel-filter, an engine belt, etc)

Checklist-items

Here below you may see the Checklists items and their functionality.

Click “+Add item” as many times as the checklist-items you need to register. On added items, you may:

• Check/Uncheck: use the tick-icon to check items as done/undone

• Delete: use the red-bin icon on the right-side to remove items

• Order: use the grabber-icon (six-dots symbol) to grab an item and move it up/down so that you re-order the checklist according to your needs (e.g. order of works to be done)

How to Manage Checklists

Select "Checklists" from the left side menu. You are now on the checklists screen where you may see all your checklists, in two groups (tabs), as "My Checklists" and "Public Checklists".

• Title

• Description

• Cover-image

• Copy: click to make a copy of a checklist. You may use this to start a new checklist with items already existing in one of your own checklists or even a public one. You may also copy and clean-up a private checklist of yours and then make it public for others to benefit from it. For more, refer to:
  

• “Checklists Best Practices: Follow or Copy a Public Checklist?”
  

• “Checklists Best Practices: How to Maintain your Public Checklists”

• Delete: click to delete the checklist (you may delete only your own checklists, while to remove a Public checklist from appearing within “My Checklists” use the “Unfollow” button)

• Items: shows the amount of the checklist-items

• Files: shows the amount of attached files

• Comments: shows the amount of comments from users

• Followed: shows the amount of users following the checklist (see below)

• Copied: shows the amount of times the checklist has been copied by users

• Details: click to view or make changes on the checklist’s cover-image, title, description, items, etc (see details on “How to register Checklists” above)

Comments

On the very bottom of each checklist you may find the Comments section. All users may comment on any public checklist while the checklist owner (creator) is being notified when a new comment is posted on a checklist of his. On the comments section of a checklist you own you may see the following:

1. Add comment: click the button to add a comment, including replying to comment received from another user
   

Follow a Public Checklist

On each Public checklist cards you may see additionally the “Following” button.

• Follow: adds the checklist in your "My Checklists" section. You have only check/uncheck functionality but you will receive any updates performed by the creator (e.g. addition or revision of items). You will be able to use it as a checklist, being able to check/uncheck any items you wish. You will not be able to add/remove/rearrange items but you will always have the latest version since when its creator will add/revise anything your followed checklist will be also up to date. For more refer to:
  

• “Checklists Best Practices: Follow or Copy a Public Checklist?”
  

• “Checklists Best Practices: How to Maintain your Public Checklists”
  

Public checklists made by others and which you are following appear within “My checklists” and are identified as “Following”.

To remove a checklist you are following, simply hover over the “Following” button, which turns to “Unfollow”, and click it.

Copy a Public Checklist