Checklists in tickets

[Jed]

Hi,

I am very shocked that PSA being as advanced in features as it is, does not have an option to insert a simple to do checklist in a ticket. I see there is this thing called To-Do & Service Calls but that's something entirely different as it even does not show the actions needed to be done on the list... just that its a To Do item:

What if I want to for example have a ticket template for an IT assistant to do somethings and track his progress? Like for example setting up a new system so I know he has ordered the computer, he installed the OS, he configured the antivirus software, he connected it to the domain etc.

Can I please request you guys add such functionality? I know this can be done similarly by adding a ton of notes into a ticket but that creates a lot of clutter in it. It would be perfect if there was a separate section aside from notes called Checklist and it could be configured in for example the recurring master tickets so when I want someone to check the equipment in the meeting room that person can check out what has been tested and if he encountered an issue he can add a note to an item in the checklist.

Edited October 20, 2021 by Jed

[Jamie Taylor]

Hey Jed, 

This will be a feature request, so kindky raise the same via our feature upvote page: https://pulseway.featureupvote.com/, thank you!

[Jed]

Hi,

Then its worth notifying you that PSA link "suggest a feature" directs to this board instead.

[Jamie Taylor]

Thank you, we will verify it.