Adding a Customer Checklist

Telstra Trades Assist allows you to add a checklist that presents your workers with a list of tasks or questions at various stages of a job.  By adding a checklist to a customer, you can tailor the questions or tasks to suit the customer’s unique requirements.

This article will show you how to add an existing checklist to a customer.

Tip: Click here to learn how to create a new checklist

 

Adding a Checklist to a Customer

  1. Click  from the Side Menu
  2. Click  in the top right hand corner
  3. Click 
  4. Click  and type in the name of the checklist. As you start typing, matching checklists are displayed

 

  1. Click  if you need to create a new checklist
  2. Click  to add an existing checklist

 

Deleting a Checklist Associated with a Customer

  1. Click the customer you need to delete the checklist from
  2. Click  
  3. Click beside the checklist to be deleted

 

  1. Click  once a checklist is either added or deleted to save the changes made
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