Create your first organization and team
If your account does not have an organization yet, Checklist asks you to create one and add its first team. You can then start adding checklists, routines, and people to the team.
Organization and team
The organization holds the plan and ownership. A team is where you organize the checklists, routines, and people who work together. For a personal setup, simple names are fine. A business might use its business name for the organization and a team name such as Operations or Front Desk.
Complete the setup
- Enter the requested organization name.
- Enter a clear name for the first team when prompted.
- Create the organization and team, then wait for Checklist to load them.
- Start a checklist or routine, or open People & Sharing to invite collaborators.
The account that creates the organization becomes its first owner. Someone with the right permission can change the team name later. The mobile app does not provide an organization-name setting. You need an internet connection to complete the setup.
Related help
Frequently Asked Questions
Why can I not dismiss the dialog?
Checklist needs an organization and team before it can organize your content. Complete the setup to continue.
Can I add more teams later?
The mobile app creates the first team during setup but does not provide an action for adding another team. Check your account on the web for the options available to you.