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Client Area Access
When you assign a checklist to a client (ensure you set it to be public), the checklist will appear on their Client Area home screen:
The client can click on a checklist to view it or click on the Go button to show their checklist history.
Only Active checklists are shown on the home screen. Completed checklists are shown on the history screen.
The Checklist view screen for a client shows the checklist overview, all of the tasks and their status (excluding any deleted tasks) and the notes for the checklist:
