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How do I add a procedure to a step in an Activated Checklist?
How do I add a procedure to a step in an Activated Checklist?
Dan Sargeant avatar
Written by Dan Sargeant
Updated over a week ago

Activated Checklists are designed to be as descriptive as possible in how they guide your workers through each step in a process. In order to take full advantage of this functionality, we recommend adding procedures to each step in the checklist.

  1. To add a procedure to a checklist step, first navigate to the checklist and click the edit icon - the pencil icon in the top right of the screen.

  2. Click the arrow next to the step you wish to add a procedure to. This will open the edit/description page for that step.

  3. From here you can choose to write your own procedure for the step or link to an existing procedure.


-> Clicking "Write Your Own" will open an editing screen where you can create a new procedure.
-> Clicking "Show an Existing Procedure" will open a popup list of procedures. Simply click the name of the procedure you wish to add and the procedure will be embedded into the description screen and provide instructions to users who activate the checklist.

NOTE: The option to add procedures to steps is only available when in the editing mode of a checklist. When in view mode, or in an Activated Instance, the description screen will show only the instructions that have been added.

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