How to create a checklist

How to make checklists

Only an administrator can create a checklist for your firm.

To do this, go to ‘Templates’ and then ‘Checklists’ toward the bottom of the page. 

You can use this button to create a new checklist.

You are then taken to this screen.

1) Name your checklist

2) Add your checks

Checks can be assigned to 

Once you have completed your checklist, if you want this auto-added to a workflow, you need to open that workflow and select auto-add.

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