Checklist Help Center Getting Started — Create your first checklist — Set up your first routine — Work with a team How Checklist Works — Checklists, templates, and runs — Choose the right view — Organizations, teams, and sharing — Schedules, due dates, and reminders Web App — Navigation — — Navigate the web app — — Switch organizations and teams — Create — — Create a checklist — — Create a reusable template — — Find a starting template — Checklists — — Find and filter checklists — — Organize checklists in folders — — Manage several checklists at once — — Work through a checklist — — Change checklist settings — — Complete, archive, duplicate, or delete a checklist — — Restore a deleted checklist — — Turn a checklist into a template — Tasks — — Add tasks and subtasks — — Edit a task — — Add several tasks at once — — Add task notes and attachments — — Set task due dates and reminders — — Set a task's priority and color — — Assign tasks to people — — Move or copy a task — — Use task suggestions — Templates — — Find and filter templates — — Edit a template's tasks — — Choose task and answer types — — Change template settings and views — — Configure Play steps and timers — — Start a checklist from a template — — Schedule recurring checklists — — Create an intake form from a template — — Duplicate, delete, or review template runs — Views — — Choose checklist views — — Use Table view — — Manage custom columns — — Use Board view — — Use Notes view — — Use Form view — — Use Play view — Dashboard — — Use the dashboard — — Customize your dashboard — Sharing — — Manage checklist members — — Share or publish a checklist — Intake Forms — — Create an intake form from a checklist — Reports & Issues — — View, customize, and share reports — — Report and manage issues — Teams & Billing — — Create and manage organizations — — Manage teams and folders — — Invite people and set team roles — — Accept or decline a team invitation — — Choose a plan and manage billing — Account Settings — — Update your profile — — Choose your preferences — — Manage notification preferences — — Change your password or email address — — Manage connected apps — — Close your account Mobile App — Navigation — — Checklists, folders, and history — — Search — — Sync — — Help and feedback — Create — — Use a template — Checklists — — Manage completed tasks — — Duplicate a checklist — — Turn a checklist into a routine — — Templates and suggestions — — Checklist notes — — Checklist members — — Share a checklist — — Sort and filter — — Views — — — Form view — — — Play view — — Delete a checklist — — Restore deleted checklists — Tasks — — Move or copy tasks — — Task notes — — Task attachments — — Task priority — — Task due dates — — Assign tasks — Routines — — Edit a routine — — Routine tasks — — Routine settings — — Schedule a routine — — Run a routine — Dashboard — — Customize the dashboard — Teams & Sharing — — Invite people — — Members and guests — — Team invitations — — Team settings — — Create an organization and team — Settings — — Notifications — — Subscriptions and billing — Account & Sign-In SOPs for Teams — Define stage For Creators — Create from scratch — Generate from content — Template editor — Checklist view — DIY view — Channel management — Embed a checklist
