How to Manage Checklists

Use client checklists to track onboarding and other multi-step work. Search the checklist list by name or client and filter by status.

Create a Checklist

Choose New Checklist, enter a name and select a client. Description, a project belonging to that client, and a due date are optional. Add or remove initial items; each item needs a title and can have a description.

Manage Items and Progress

Open a checklist to add items, mark them complete or incomplete, or remove them after confirmation. Item changes update progress: all items complete means Completed; outstanding items or an empty checklist means Active. Archived checklists remain Archived when items change.

Edit or Delete

Edit the name, client, project, description, due date and status from the edit page. Clear optional fields to remove their values. Manage individual items from the detail page. Delete a checklist from its detail page after confirmation.