Create a checklist
Start with an idea or goal and let Claude help structure it into actionable steps.
“Create a checklist for launching our new website.”
CHECKLIST + CLAUDE
Turn a blank page into a checklist you can actually use
Tell Claude what you’re trying to do. Work through the details in conversation, then save the result to Checklist and keep managing it on web or mobile.
Start with an idea
“I need to plan a new employee onboarding process but I don’t know where to start.”
Employee Onboarding
- Prepare workspace
- Create company email
- Set up IT accounts
- Plan first-day meetings
- Schedule first-week check-in
Saved to Checklist
You don’t need to know where to start
Start with a goal, a problem or even a rough idea. Claude can help you think through the details and turn the conversation into a structured Checklist.
“I need to onboard a new employee. Build the process with me.”
“I’m planning a move. Help me work out everything that needs to happen.”
“We’re launching a new product. Help me make sure we don’t miss anything.”
“I have a long project plan. Turn it into a checklist I can actually execute.”
Create and manage checklists with Claude
Instead of leaving a checklist buried in a conversation, save it to Checklist and continue using it on web or mobile.
Work with existing checklists
Continue working with something already stored in Checklist.
“Show me what’s still incomplete on my Website Launch checklist.”
Update tasks
Add, complete, rename or reorganize tasks through conversation.
“Add security review and performance testing to my launch checklist.”
Build reusable processes
Turn a detailed conversation or process into a Checklist template you can use again.
“Help me build an employee onboarding process and save it as a reusable template.”
Improve existing templates
Discuss improvements with Claude and save the updated process back to Checklist.
“Review my onboarding template and add anything we’re missing for IT setup.”
AI helps you think. Checklist helps you execute.
Think it through
Work through a goal, plan or process in conversation with Claude.
Keep the result
Save the resulting checklist or template to Checklist instead of leaving it inside one conversation.
Put it into action
Continue on Checklist web or mobile with assignments, reminders, details and completion tracking.
From idea to reusable process
You
“We’re hiring our first customer support employee and don’t have an onboarding process.”
Claude
Let’s break it into:
- Before Day One
- First Day
- First Week
You
“Add access to our support tools and save this as an Employee Onboarding template.”
Reusable template
Employee Onboarding
Before Day One
- Prepare workspace
- Create company email
- Set up support tools
First Day
- Team introduction
- Product walkthrough
First Week
- Shadow support conversations
- Manager check-in
Saved to Checklist
Connect Checklist to Claude
Checklist connects directly to Claude so you can work with your checklists from your conversations.
Use Claude on the web or Claude Desktop. You only need to connect Checklist once.
- 1
Add a custom connector
Open Customize → Connectors. Select +, then Add custom connector.
Open Claude connectors - 2
Enter Checklist’s details
Name it Checklist and paste this remote MCP server URL. Leave optional advanced settings unchanged, then select Add.
https://mcp.checklist.com/mcp - 3
Connect your Checklist account
Select Connect for Checklist. Follow the sign-in prompts and choose the Checklist teams and access you want to connect.
- 4
Start a conversation
In your chat, open + → Connectors and turn on Checklist. Then describe what you want to do.
“Help me create a checklist for moving house.”
Using an organization-managed Claude account? An owner first adds Checklist in Organization settings → Connectors → Add → Custom → Web. You can then connect it from your own Connectors page.
Setup labels checked September 21, 2026. Claude’s official connection guide
Start asking Claude
“Help me create a checklist for moving house.”
“Show me what’s still incomplete on my Website Launch checklist.”
“Turn this onboarding process into a reusable Checklist template.”
“Review my existing launch checklist and help me improve it.”
Claude checklist examples
Project planning
“Turn this project plan into an actionable checklist.”
Employee onboarding
“Help me create a complete onboarding process for a new employee.”
Moving checklist
“Help me plan everything I need to do before moving house.”
Website launch
“Create a checklist for launching our new website.”
Frequently Asked Questions
Can Claude create a checklist?
Yes. With Checklist connected, you can describe what you want to accomplish and ask Claude to turn it into a structured checklist saved to Checklist.
How do I connect Checklist to Claude?
In Claude, open Customize → Connectors, select + → Add custom connector, and enter Checklist’s name and URL. Add it, then connect and sign in to Checklist. Follow the setup steps above.
Can Claude work with my existing checklists?
Yes. Once connected, Claude can find and work with checklists available through your Checklist connection.
Can Claude update an existing checklist?
Yes. You can ask Claude to add, rename, complete or reorganize tasks in your Checklist data.
Can Claude create reusable Checklist templates?
Yes. You can turn a process or conversation into a reusable Checklist template and improve it later.
Don’t start with an empty checklist. Start with a conversation.
Use Claude to work through the details, then save and manage the result in Checklist.
Connect Checklist to Claude