How to Use Checklists

Step 1: Build Templates

Templates contain the essential steps that must be done during a process. Use templates as your starting point, and create a new checklist each time you run through the process.

• Customize a template at any point by adding, removing, renaming, or reordering list items. Current checklists remain unchanged and future checklists made from the template will reflect the updates.
• Share templates with others. Collaborators can be given one of two different permissions: Admins have full edit capabilities and Users can view the template and create checklists from it.
• View active checklists based on an individual template.
• When you no longer need a template, send it to your archives by unchecking the Active field.

Step 2: Create Working Lists

Create a new checklist from a master template, and customize it before or during your process.

• Use the standard items from your template, or customize the checklist at any point by adding, removing, renaming, or reordering list items.
• Share your checklist with others. Collaborators can be given one of two different permissions: Admins have full edit capabilities and Users can view and complete items on the list.

Step 3: Carry Out Your Process

Follow the checklist during your process to make sure essential items have been completed.

• Complete the list items in any order, and review item completion history.
• Track your progress with the status bar at the bottom of the list.
• After your process is completed, simply send the list to your archives by unchecking the Active field.