Topic
Use this tool to create documentation designed to organize tasks, manage workflow steps, or outline steps for your technicians and end users. For general information about documentation (i.e., configuration, adding/editing documents, reading and assigning), please refer to NinjaOne Documentation Tool Configuration and NinjaOne Documentation: Apps & Services.
Environment
- NinjaOne Documentation
- NinjaOne Checklists
Index
- Create and Manage Global Checklist Templates
- Create Organization-Level Checklists
- Import Global Checklists
- Use Checklists
Create and Manage Global Checklist Templates
Checklists are a type of documentation that NinjaOne technicians can create and manage from the NinjaOne Documentation application. Once added to the NinjaOne Documentation application, the checklist(s) can be added to the Documentation > Checklists tab on the organization dashboard.
- To add a global template, navigate to Administration > Apps > and select Ninja Documentation.
- Open the Checklists tab and click Add in the right-hand corner.
- Give your template a title and optional description.
- Make a checklist required by activating the checkbox under the Checklist name field.
- Add checklist items under Manage tasks by clicking Add task.
- To create the checklist task, give the checklist a title.
- Enter all formatting options (e.g., code, headers, quotations, etc.) into the description field.
- Click Save task.
- Click Add task to continue adding to the checklist.
- Delete tasks by clicking on the X to the right side of the task. Edit tasks by clicking the pencil icon.
Re-order tasks by clicking them and then dragging up or down. - When you have finished with this template, click Save Changes in the top right corner.
- Once the checklist template has been added, it can be viewed or edited by clicking on it from the Checklists tab in NinjaOne Documentation.
Delete a Checklist Template
You can delete a checklist by first archiving it. Activate the checkbox and click Archive under the checklist search bar. Then, make sure the Archived filter is "Visible"—select the checklist again and click Delete or Restore. 
Create Organization-Level Checklists
- Navigate to an organization from the main system Dashboard. Click Documentation and select Checklists.
- Click Add checklist and select Create New.
- Repeat the process per the steps listed in Managing Global Checklist Templates above.
Import Global Checklists
Checklist templates can be created globally via Administration > Apps > Documentation (click here for instruction) and then imported into organizations of your choosing.
To import a global checklist:
- Navigate to an organization from the main system dashboard. Click Documentation and select Checklists.
- Click Add checklist and select Import template.
- Choose which templates you would like to import from the global template library by activating the checkbox to the left of the template name.
When selecting templates, you will see the name of the template, whether it is mandatory or not, and when the template was last updated. - Click Import to finalize or Close to cancel without importing.
Use Checklists
Imported or created templates are visible in the checklist menu at the organization level. At a quick glance, you will see:
- The name of the checklist.
- A progress bar displaying the status of completion—as items are completed and checked off, the progress bar displays the current level of completion.
- An tag to indicate that the checklist is both required and incomplete (this icon only displays when you move your cursor over the row).
- To whom the checklist is assigned (if applicable).
- The date the checklist is due (if applicable).
- An icon that indicates that the due date has passed (if applicable).
- An ellipsis button to show additional actions (this only displays when you move your cursor over the row).
Selecting a checklist from this view gives you the option to assign it to a technician, set a due date, promote it, or delete it from this organization.
Checklist Details
Clicking the title of a checklist opens the detailed view of that checklist. The top section of the checklist includes:
- The name of the template.
- Add the checklist to your favorites.
- When/who last updated the template.
- The contents/tasks of the checklist.
- Checklist due date.
- Archive the checklist (this must be done first before you can delete it).
- Edit the checklist tasks or due date (this does not perform the action of completing the checklist but can be used to change the tasks).
- Related items.
Checklist Assignment
The next section displays the current progress made on the checklist. Activate a checkbox to mark that task as complete.
Click the task name to see additional details or a description of the task.
Each task can be assigned to a specific technician on a specific due date. Move your cursor over the task and click the ellipsis icon to assign a technician or due date. When assigning a technician, you can optionally send a notification to them to alert them of the task. 
When a technician is assigned to a checklist and opted into notifications, an email notification with the following information will be sent to them:
Name of the checklist.
Due date of the checklist, if set.
A link to view the checklist.
The organization the checklist was created in.
A list of the titles of all the tasks in the checklist.