Checklists

Simple checklist option please. 

I don't feel this has been implemented to satisfy the requirements of the user. 

We have a ticket that needs a checklist for 110 items - creating 110 service request for this is an extreme amount of work. 

I have created one Service Request and then created a series of tick boxes that are not visible in the portal, these can then be ticked manually by the agent as they are completed. We are happy with this solution but the next issue is how do you report on this? 

I cant seem to develop a report to determine if the tick boxes are ticked or not. Please can an Agent help with this - its something that is really needed. 

Hello,

Could we please request an update on when we may see a checklist feature so that we can add checklists to ticket templates?

We would really like something similar to the screen capture of the checklist from spiceworks as posted on the first page of this discussion.

Looking forward to hearing back soon.

Thanks.

I would like to see a checklist option configured from a simple list. I envision this working similar to the category field. Supply a list and you get a number of different checklist items. If I had a simple checklist I could get rid of an IT checklist app with Freshservice.

This has not been implemented the way we would like either. Would like to see the checklist available similar to spiceworks.

Hi FS team, any update on this checklist feature? Thanks,

We could do with this feature to. Creating tasks is ok, but not exactly getting what we need. 

Yes please. We need a checklist system to simplify our on-boarding procedure.

Hello,

Has this feature been implemented as yet?

Thanks.

Cheynegray, it has not been implemented to anyone's satisfaction.

Replying just for visibility.

Replying like I will every month until this is properly addressed...

Be great if someone from Fresh could respond on this, I think the ask is for the ability to template various processes into a series of tasks that can then be auto added in order of flow, depending on the service item.

In short mapping process flows in use to the various requests so each ticket has visibility of how far through the agreed process the actions are :) 

Hi. I would like to have the ability to schedule checklists implemented - with proper check boxes, etc. We have a morning "checklist" scheduled every work day but it is only a list of things for the early start person to perform, which does not have the ability to include check boxes. It is an intrinsic requirement for any helpdesk.  I find that my staff don't do some of the tasks and a proper checkable list would provide more accountability (and negate ADD).

Thanks.

Shaun

I think that Tasks could be notified to provide this feature and not to have to add another level of database item to FreshService.  Tasks are for functions that would fit in a checklist and with a feature tweek to allow them to be preconfigured they would fit naturally into the existing Task System.  I am requesting that Tasks be improved and I think in boing do this checklist feature could be a part of it - https://support.freshservice.com/support/discussions/topics/50000000087?page=1

+1 to this.

We would like the ability to create a checklist and associate it with a service item. Perhaps have this as an option within the Service Item form or the ability to add it via a Workflow.

Jeesh...  Looks like people have been asking for this capability for 5 years. How can that be?

Because Freshworks doesn't seem to understand...

An IT dept. is certainly enhanced by checklists.  I know that mine would not be fully functional without them.  Freshworks, I hope that you are listening :-)

Really can't say how useful this would be to us. I seems crazy that it was raised over 5 years ago and we are still no where nearer getting it.

We need to get some type of answer on this.  It appears that there is a disconnect from Freshworks and the users.

In my case, I created a "scenario" to add a number of tasks to an incident.  That's proven to be a reasonable workaround.

Steve, 

I wanted to do this, and in some situations I will.  However I have a previous checklist app I built that has 40 items, PIA to map the tasks.

It's a decent product but do NOT use the forums as any kind of indication of what's coming to the product. As you see here, a feature request from 5 years ago is still not addressed. Features that you won't see requested anywhere suddenly are on the roadmap being implemented and yet other requests/issues/bugs sit untouched for years and years! It's about the slowest development cycle I've ever seen and the worst communication. We'd have left a while ago but currently too busy to research a new solution and migrate but once I have the time will be gone.

So my experience with Fresh is much better than that so I'll throw my hat in here. I think there is definitely a miss here, but I don't think that's representative of Fresh as a whole. I think the issue may be with this being "implemented" and not being monitored or something like that. Assuming positive intent, maybe we should start a new thread and clarify the need. For me, I need the checklists to prevent the ticket from being closed unless the tasks are all complete.What are the other requirements, lets put something together and start a new request.