How to Manage Checklists
Client checklists help you track onboarding steps, document collection, or any multi-step process for each client. Ensure nothing gets missed with structured checklists.
Accessing Checklists
Navigate to Checklists in the sidebar. You'll see all checklists across clients.
Creating a Checklist
Click "New Checklist" and fill in:
- Name — The checklist title (e.g., "Client Onboarding").
- Client — Which client this checklist is for.
- Due Date — When all items should be completed.
- Items — The individual checklist steps.
Completing Checklist Items
Click on individual items to mark them as complete. The progress bar updates automatically, showing what percentage of the checklist is done.
Tracking Progress
- View completion percentage at a glance.
- See which items are outstanding.
- Checklists appear on the Calendar based on due dates.
💡 Tip:
Use checklists for client onboarding processes — collect documents, set up accounts, schedule meetings, and track every step to ensure a smooth start.