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  • Templates

    Business Checklists

    Professional templates for work

    Business Plan Checklist
    Business Startup Checklist
    Employee Onboarding Checklist
    Event Checklist
    Financial Checklist
    Marketing Checklist
    Office Cleaning Checklist
    Office Equipment Checklist
    Project Management Checklist
    Restaurant Checklist
    Sales Checklist
    SEO Checklist

    Personal Checklists

    Templates for everyday life

    Baby Checklist
    Camping Checklist
    Cleaning Checklist
    Daily To Do list
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Checklist Help Center

  • Web app features
    • Getting around Checklist
      • Navigate the web app
      • Switch organizations and teams
    • Create
      • Create a checklist
      • Create a reusable template
      • Find a starting template
    • Dashboard
      • Use the dashboard
      • Customize your dashboard
    • 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
    • Checklist views
      • Choose checklist views
      • Use Table view
      • Manage custom columns
      • Use Board view
      • Use Notes view
      • Use Form view
      • Use Play view
    • Sharing and access
      • Manage checklist members
      • Share or publish a checklist
    • Intake forms
      • Create an intake form from a checklist
    • Reports and issues
      • View, customize, and share reports
      • Report and manage issues
    • 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
    • Teams, organizations, and 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 and preferences
      • Update your profile
      • Choose your preferences
      • Manage notification preferences
      • Change your password or email address
      • Manage connected apps
      • Close your account
  • Getting Started
    • Create Your First Checklist
    • Set Up Your First Routine
    • Work with a Team
  • Understanding Checklist
    • Checklists, Templates, and Runs
    • Choose the Right View
    • Organizations, Teams, and Sharing
    • Schedules, Due Dates, and Reminders
  • Standard Operating Procedures
    • Define Stage
  • For Creators
    • Create from Scratch
    • Generate from Content
    • Template Editor
    • Checklist View
    • DIY View
    • Channel Management
    • Embed a Checklist
  • mobile
    • Mobile Features
      • Account and Sign In
      • Navigation
        • Checklists, Folders, and History
        • Search
        • Sync
        • Help and Feedback
      • Dashboard
        • Customize the Dashboard
      • Create
        • Use a Template
      • Checklist
        • 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
        • Checklist 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
      • Teams and Sharing
        • Invite People
        • Members and Guests
        • Team Invitations
        • Team Settings
        • Create an Organization and Team
      • Settings
        • Notifications
        • Subscriptions and Billing

On This Page

  • Create and complete work
  • Organize and review work
  • Account and team settings

Web app features

These guides explain the screens and controls in the Checklist web app. Choose the area you're working in, then open the guide for the action you need.

Create and complete work

  • Create a checklist or template
  • Work with checklists
  • Add and manage tasks
  • Choose a view for your checklist
  • Set up and run templates

Organize and review work

  • Use the dashboard
  • Share checklists and manage access
  • Collect information through forms
  • View reports and issues

Account and team settings

  • Find your way around the app
  • Manage teams, organizations, and billing
  • Update account and notification settings

New to Checklist? Visit the Help Center for an introduction. For instructions on your phone, see mobile app features.

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