The 'Checklists' section provides an overview of your checklists and processes. You can also use this section of the website to manage templates and add new checklists.

How checklists are structured

Each checklist is divided into two sections.

The first section is at the top and contains all information about the checklist, including the title, categories and tags, due date, description and author or followers.

The second section consists of the task groups and tasks within these groups. 

Creating checklists

To create a new blank checklist:

  • Navigate to ‘Checklists’.
  • Click on ‘Start new list’ in the top right and select ‘Blank list’.

It’s that easy. Now simply edit the information in your checklist and add tasks and work groups.

You can also make use of preconfigured checklists from our process template library. To create a task list from a template:

  • Navigate to ‘Checklists’.
  • Click on ‘Start new list’ in the top right and select ‘From a template’.
  • Select a tab to see the templates (My templates, Onboarding, Offboarding or Various).
  • Choose a template and click on ‘Start new list’.

You can now customize this task list by adding, removing or editing tasks.

Status of checklists

When you create a new checklist the status will be set to ‘Pending’. This status will change to ‘In progress’ when at least one task in the checklist is marked as done.

As soon as all tasks have been marked as done in the checklist, the status automatically changes to ‘Completed’.

You can click on the three dots to the right of the name of the checklist to see more features and to delete or archive a checklist.

Once a checklist is archived you will no longer be able to edit tasks. However, you will still be able to view the checklist along with any details associated with a task. 

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