Checklists are a way of centralizing your simple To-Do lists.
Creating a Checklist #
To create a checklist, simply go to Projects > Project > Checklists, then click the New button in the upper right corner. From there, you can specify a description and recall from an existing checklist template. To recall a template, simply click in the template box and start typing to search for saved templates. When you are finished, click Save.
Importing a Checklist #
If you have an Excel spreadsheet of items that you would like to import, you can do so by heading to your Project > Checklists and clicking the Import button in the upper right. From there, select a file to upload, modify any options that pertain to the spreadsheet you’re uploading, then click the Upload button. After you click Upload, you will be prompted to save it as a new checklist. Simply modify the name and other fields of the checklist as needed, then click the Save button.
When spreadsheets are imported, each row will be imported as a checklist item.
Here is a list of columns that are imported or can be optionally imported via the option toggles:
- Name
- Description (Optional)
Checklist Items #
Once you have created your checklist, you can now start adding items. To do this, click the Add Item button in the upper right corner. From there, simply give your item a name, and click Save.
Checklist items have 3 statuses. Pending, Completed, and Removed.
Complete Items #
To complete an item, simply click the Check Mark button on the left-hand side of the row you wish to mark as completed. From there, you will see the item disappear and you will then be able to view it in the Completed tab of the checklist.
Restore Completed Items #
To restore a checklist item, go to the Completed tab, find the item you wish to restore, and click the black Restore button on the left-hand side of the row you wish to restore.
Remove Items #
To remove an item, click the option menu on the right-hand side of the row you wish to remove and select Remove. From there, you will see the item disappear and you will then be able to view it in the Removed tab of the checklist.
Reopen Removed Items #
To reopen a checklist item, go to the Removed tab, find the item you wish to reopen, and click the orange Reopen button on the left-hand side of the row you wish to reopen.
Reorder Items #
You are able to reorder pending items within a checklist. To do this, click the option menu on the right-hand side of the row you wish to reorder and select Move Up or Move Down.
Saving Templates #
To save a checklist template, click on the blue option dots in the upper left-hand corner of the checklist and select Save as Template. From there, set a name you would like to call it and choose which items you would like to have saved in the template (Pending/Completed/Removed) and click Save.
Replacing Templates #
To save a checklist template, click on the blue option dots in the upper left-hand corner of the checklist and select Replace Template. From there, click in the Template box and start typing to search for an existing template you would like to replace. Once you find what you are looking for, simply click it, then choose which items you would like to have saved in the template (Pending/Completed/Removed) and click Save.
Sound Effects #
There are sound effects that are played when you complete, restore, and remove timeline items. If you do not wish to hear these sound effects, click the Speaker icon in the upper left corner of the checklist to must sound effects.
When sound effects are enabled, the button color will be green. When sound effects are muted, the button color will be red.
Printing and Exporting #
Cue Manager gives you the ability to print custom documents. Simply click on the blue option dots in the upper left-hand corner of the checklist and select Print Documents, then select the document you would like to print.