Navigate the web app

The left menu takes you to your dashboard, checklists, templates, and the Create screen. You can also open a recent checklist directly from the menu.

Move around the web app

Web app with the navigation sidebar collapsed to icons
  1. Select Dashboard to see your work, Create to start something new, Templates to manage reusable steps, or Checklists to find work already in progress.
  2. Select a checklist in the left menu to open it directly.
  3. Use the navigation button to collapse the menu when you need more room.
Expanded sidebar showing Dashboard, Create, Templates, and Checklists

New to Checklist?

On your first visit, Checklist may ask whether you are using it for personal or business work. Those choices help set up your workspace. The menu also changes with your team role, so some options may not be available to everyone.

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