How Do I Setup Scheduled Checklists?

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.

scheduling-checklists-template-cog

Next, click the “More” button…

scheduling-checklists-more-button

… then click “Schedule checklist”.

scheduling-checklists-schedule-button

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”.

scheduling-checklists-clicking-schedule

To learn more, check out our article on running checklists.

Was this article helpful?

Related Articles

Leave A Comment?