Events & Activities - Creating Event Checklist

Events & Activities - Creating Event Checklist

Purpose

  1. This article will demonstrate how to create checklist items for Event Types within the Events & Activities module.

Video


Instructions



1. Click on Events & Activities.


Click on Events & Activities



2. Click on Setup.


Click on Setup



3. Click on Event Checklist.


Click on Event Checklist



4. Select the Event Type you wish to create a checklist for.


Select the Event Type you wish to create a checklist for.



5. Click on Add Checklist Item to create custom questions for your specific event type.


Click on Add Checklist Item to create custom questions for your specific event type.



6. Select your checklist type option:
  1.       Boolean: creates a True/False toggle for the question.
  2.       Date: Creates a field to enter a date.
  3.       Date Time: Creates a field for a date and a time.
  4.       Free Text: Opens a blank field for any text.
  5.       Integer/Number: opens a blank field that accepts a numerical value.
  6.       Multi Select: you can create multiple possible answers, and the user can select one or more values.
  7.       Single Select: you can create multiple possible answers, and the users can select one option.





7. Use the Duplicate icon to recreate the same checklist item, then edit the variables. Use the trashcan icon to delete the checklist item. 





8. Toggle on if this option is Active in the current checklist or if the question is Mandatory. Making a checklist item Inactive will remove it from the checklist for future events, but will not delete historical data like the Trash Can icon will. 






9. Remember to click on Save when you have completed updating your checklist.


Remember to click on Save when you are complete updating.


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