Create New Task Item Group

Estimated reading: 2 minutes 290 views

1. Navigate to Tasks → Checklist Items

Begin by logging into the Garage Invoice system.
From the main menu, navigate to the Tasks section and then click on Checklist Items.

2. Click ‘+ Add New Checklist Group’

On the Checklist Items page, locate and click the ‘+ Add New Checklist Group’ button.

3. Enter Checklist Group Name

In the new group creation form, enter the name for your Checklist Group (e.g., Service).
Next, select the items that should be included in this group from the dropdown menu.
If you need to add new items, simply click the ‘+’ button to add them.

4. Save Your Group

Once you’ve selected all the items, click the ‘Save’ button to save your new Checklist Group.

5. Re-order Your Items

After saving, click Edit button next to newly created group.
Now you can re-order the items within the group to reflect the order you want them to appear when inserted into a task.
Click and hold an item, then drag it to your desired position.
Once the items are arranged, click ‘Save’ again to confirm the order.

Now, whenever you create or edit a task, you can easily add this checklist group to streamline your workflow.