You can schedule checklists ahead of time to guide and track upcoming or recurring events.
How to schedule a checklist
First go to the template you want to schedule a checklist of and click the cog next to its name in your dashboard.
Next, click the “More” button…
… then click “Schedule checklist”.
In the following screen you can set the specifics of your scheduled checklist, such as:
- The name
- Due date
- Whether it’s one-time or recurring
- The time interval between runs
- The users (or groups) assigned to the checklist
Once your options are set, just click “Schedule”.
To learn more, check out our article on running checklists.