Completed Checklists

When you’re finished with a checklist you can mark it as complete, which hides it from your dashboard and your Inbox, and shows yourself and your team that it no longer needs working on.

“Completed” is one of three states that checklists can be in:

A checklist marked as complete cannot be changed unless it is made active again.

The checklist’s card will change color to green, and it will be hidden from your default dashboard view.

Completed checklists do not count towards your active checklist limit in our free plan.

Completing a checklist

There are two ways to change a checklist to complete.

Option 1: Complete all tasks

Checklists automatically change to “complete” when all tasks (and required fields) are ticked off.

You’ll see a shower of confetti and a green banner at the top of the checklist.

Option 2: Manually change the state

Alternatively, to mark a checklist as complete no matter how many tasks are ticked off, click the “Complete checklist” button in the right-hand menu when viewing a checklist.

Note that you cannot complete a checklist if you have required fields or Stop Tasks in use. These will need to be completed before you can complete the checklist.

Viewing completed checklists

You can view your completed checklists through either template overview or your home dashboard view.

Using template overview

Navigate to template overview and select ‘completed’ from the status dropdown.

Using the home dashboard

You can view completed (and archived) checklists by clicking the cog next to your current location’s name at the top of your dashboard, then selecting “Show inactive”.

Both completed and archived checklists are classed as “inactive”, hence the grouping. Completed checklists show as green cards underneath their parent template (archived ones are blue with diagonal lines across them). Click on a completed checklist to open it.

Reactivate completed checklists

To re-activate a completed checklist (allowing you to edit fields and un-tick tasks), open it up and click the “Reactivate this checklist” button.

To archive a checklist, you will first need to re-activate it (a checklist cannot be both complete and archived).

Learn more about running checklists or archiving checklists.


 

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