Checklist Item Groups

Create New Task Item Group

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How to Create a New Task Item Group

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.
  • Garage Invoice Task Checklist Items

2. Click ‘+ Add New Checklist Group’

  • On the Checklist Items page, locate and click the ‘+ Add New Checklist Group’ button.
  • Garage Invoice Task Checklist Items 1

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.
  • Garage Invoice Task Checklist Items 2

4. Save Your Group

  • Once you’ve selected all the items, click the ‘Save’ button to save your new Checklist Group.
  • Garage Invoice Task Checklist Items 3

5. Re-order Your Items

  • After saving, click Edit button next to newly created group.
  • Garage Invoice Task Checklist Items 4
  • 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.
  • Garage Invoice Task Checklist Items 5
  • Once the items are arranged, click ‘Save’ again to confirm the order.
  • 5 Tasks Checklists Groups

 


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

Tasks Checklists Groups 1

 

Tasks Checklists Groups 2

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