How Do I Assign People to Checklists?

You can assign users to work on individual checklists, letting you track their progress and activity while showing them what they need to be working on.

You can also assign groups to both regular checklists and scheduled checklists to manage multiple user permissions at once.

How to assign users to an active checklist

To assign a user or group you need to be viewing an active checklist. Do this by clicking the cog next to a template‘s name…

… then by choosing from the checklist cards displayed in the bottom of the right-hand menu. If you can’t see the checklist you want, search for its title using the search box above the list of cards.

Once the checklist is open, click the “Assign users” button in the right-hand menu. Now just search the name or email address of the user or group you want to assign to the checklist, then click their name to assign them. You can also invite someone to your organization as a guest (and assign them to the checklist) by entering their email address into this field.

Viewing user activity

To see the activity feed of an individual user or group, click on their profile picture or group icon in the right hand menu. This allows you to see their activity across any templates or checklists they are assigned to.

Checklist activity

To see the activity feed of the checklist, click on the activity button in the right hand menu. Scroll down to see more activity, including a list of all the activity on this checklist.

Unassign a user from a checklist

To remove a user or a group from a checklist, click their profile picture or group icon in the right-hand menu, then click “Unassign user”

To learn more, see our help articles on templates, checklists, and user permissions.


 

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