> ## Documentation Index > Fetch the complete documentation index at: https://www.carstoragesoftware.com/docs/llms.txt > Use this file to discover all available pages before exploring further. # Set up event checklists > Add a check-off list to a service so staff complete the same steps every time before they finish the visit. ## What you will accomplish You will turn on **Enable Checklist** for one service and add the items staff must check during that visit. When the list is ready, a technician who opens the event sees the same groups and items every time—for example **Wheels & tires**, **Safety**, and **Mechanical**. Required items must be finished before the event can be marked complete. That protects your facility. It also gives the owner a clear record of what was inspected. ## When to use a checklist Use a checklist when the work is the same list of checks on many cars. Good fits: * Monthly or weekly storage inspections (tire pressure, battery, fluids). * Intake or pickup walk-arounds that should not skip safety items. * Shop tasks where a missed step causes a comeback or a claim. Skip a checklist for a short visit with no repeating steps—for example a one-hour detail with no inspection list. **This is not an Operations workflow** An **event checklist** lives on one event type and appears during that event's walkthrough. An **Operations workflow** is a named, multi-step process you start from a car or the calendar (intake, pickup, transport). If you need a longer process with several services in order, use [Create operations workflows](/docs/settings/create-operations-workflows) instead. ## Before you start * You can open [Settings > Services & schedule](https://www.carstoragesoftware.com/dashboard/settings/events) as an owner or admin. * The event type already exists. If not, start with [Configure event types](/docs/events/configure-event-types). * Write down the real checks your team already does on paper or from memory. * Decide which items are **Required** (must be done before finish) and which are optional reminders. ## Open the service and turn on Enable Checklist Go to [Settings > Services & schedule](https://www.carstoragesoftware.com/dashboard/settings/events). **Expected result:** You see a card for each service. Find the service that should have the list—for example **Internal Service**—and click **Advanced**. **Expected result:** The **Edit Event Type** page opens. Changes save as you work. Look for **Saved** near the top. Scroll past **Features** and **Event Scope** until you see **Enable Checklist**. The helper text says: **Add a checklist that must be completed during this event**. Flip **Enable Checklist** on. **Expected result:** A **Checklist Items** box appears. The heading says **Add items that need to be checked during this event**. If the list is empty, you see **No checklist items**. Edit Event Type page with Enable Checklist turned on and grouped checklist items for Wheels and tires, Safety, and Mechanical ***Enable Checklist** reveals **Checklist Items**. Groups such as **Wheels & tires** and **Safety** keep a long list easy to scan. A red star means the item is **Required**.* ## Add a checklist item In the **Checklist Items** header, click **Add**, then click **Checklist Item**. **Expected result:** An **Add Checklist Item** window opens. The helper text says **Search suggestions or create a custom checklist item**. Type a short name in **Item Name**, or pick a suggestion such as **Exterior cleanliness**. Good names: **Tire pressure**, **Battery check**, **Lights & signals**. **Why this matters:** Staff see this name on the car. Keep it in everyday words, not shop codes. Open **Group** and pick an existing group, or type a new group name. Helpful groups: **Wheels & tires**, **Safety**, **Mechanical**, **Interior & comfort**. **Required** means: **Must be completed before event can be finished**. Turn it on for safety and condition checks. Leave it off for nice-to-have reminders such as radio or interior cleanliness. When you create a custom name, a **Description** box appears. Use it for the how-to, not the title. Example for **Tire pressure**: "Check all four tires with a pressure gauge. Compare to the recommended PSI on the driver door sticker." Click **Done** (or the create button if you typed a new name). **Expected result:** The item appears in the list. Required items show a red star. The header shows a count such as **Total: 10 items, 4 groups**. Add Checklist Item window with Item Name search, Group optional, Required switch, and suggested items *Search a suggested item or type your own **Item Name**. Use **Group** to keep related checks together. Turn on **Required** for anything that must be done before finish.* ## Add a group and keep the list tidy Use **Group** when you already know the section name and want an empty folder first. Use the six-dot handle on the left of a row to drag an item under a group. **Expected result:** Group headers show a count, such as **Wheels & tires (2 items)**. Use the pencil to change the name, group, required setting, or description. Use the trash can to remove a row. **Why this matters:** A short, current list gets used. A stale list gets skipped. **Start small.** Ten clear items in four groups is easier than thirty mixed items. Add more after the team has used the list for a week. **Required vs optional.** If everything is required, staff may rush. Reserve **Required** for the checks that protect the car or the facility. ## Test the checklist on a real visit Settings only build the list. Staff use it when they open the event. Go to [Schedule](https://www.carstoragesoftware.com/dashboard/schedule) and find an appointment that uses this event type. You can also start one from [Create event](https://www.carstoragesoftware.com/dashboard). Open the appointment, then click **Open Event** (not only **Edit Event**). **Why this matters:** **Edit Event** changes the plan (time, notes). **Open Event** starts the walkthrough where the checklist lives. On the walkthrough you should see a **Checklist** step with **Overall Progress** and **Required items**. Groups appear as sections. Required rows say **Required** in red. **Expected result:** You cannot finish the event until every required box is checked. Optional items can stay unchecked. Internal Service walkthrough checklist showing Overall Progress, Required items, and grouped checks for Wheels and tires, Safety, and Mechanical *Staff see the same groups and required items during **Open Event**. **Required items** must reach complete before the visit can be finished.* ## What success looks like * Every repeating inspection uses the same list—no one relies on memory. * Required safety items block finish until they are done. * New teammates can follow the descriptions without asking what “check the car” means. * The finished event keeps a record of what was checked. ## Troubleshooting **I do not see Enable Checklist** You may be in the guided **Set up** wizard instead of **Advanced**. Open the service from [Settings > Services & schedule](https://www.carstoragesoftware.com/dashboard/settings/events) and click **Advanced**. **Staff do not see the list on the event** Confirm **Enable Checklist** is on and at least one item exists. Then open the appointment with **Open Event**, not only **Edit Event**. If the event type was changed after the appointment was created, start a new test event. **Staff can finish without checking anything** Turn **Required** on for the items that must be done. Optional items never block finish. **The list looks empty even though Enable Checklist is on** Click **Add** → **Checklist Item** and save at least one row. A switch with zero items does not help the floor team. ## What to do next Train technicians with [Run event workflow from Schedule](/docs/schedule/run-event-workflow-from-schedule). If finishing this event should also count toward a recurring care plan, see [Set up service plans](/docs/events/set-up-service-plans). The service-plans step can map a checklist row to a plan check. If staff also need progress labels such as **In the bay** or **Waiting on parts**, continue with [Turn on custom statuses for an event type](/docs/events/turn-on-custom-statuses-for-an-event-type). When the list works on one test car, run [Test an event setup](/docs/events/test-an-event-setup) before you ask the whole team to use it. ## Related topics - [Customize Create event screen layout](/docs/events/customize-create-event-screen-layout.md) - [Turn on custom statuses for an event type](/docs/events/turn-on-custom-statuses-for-an-event-type.md) - [Configure scheduling and booking options](/docs/events/configure-scheduling-and-booking-options.md) - [Events overview](/docs/events/overview.md) - [Set up event notifications and reminders](/docs/events/set-up-event-notifications-and-reminders.md) This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.