Creating A Checklist

You can create a new checklist at any time by clicking on the New Checklist button from the side panel:

Or by clicking the Start New Checklist button from the primary checklist view:

The Create New Checklist screen has the following options:

Enter a Name for your checklist and optionally select if this checklist is for a Client.
If you’d like the related client to be able to view the checklist from their client area, tick the Public checkbox.

Select a Template from the available list or leave the option as — no template — to create an empty checklist.
To create and edit templates, please see the Checklist Templates KB article.

If this checklist has a completion deadline, tick the Deadline checkbox and set the date and time for completion.

Finally, click on the Create Checklist button.