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.


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.


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