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  3. Checklists
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Create a Checklist

Have daily checklists that you need your team to run? You can create Sub Forms for your team to complete every day.

Steps to create a checklist:

Mobile
Desktop
  1. From the home screen, click into the Checklist workspace.
  2. Create a card by clicking on the plus button Mobile_Plus_Button_35x35.pngon the bottom right corner.
  3. Give your card a title and fill out the other information you need.
  4. Select Procedure and choose the form you’ve created. If you don’t have an existing form to choose from yet, you can Create a New Sub Form on your desktop.
  5. Click Create.
  1. On the left hand side, click into the Checklist workspace. 
  2. Click on the top middle Checklist_Top_Middle.png.
  3. Create a card by clicking on the New button New_Button_70x36.pngon the top right corner.
  4. Give your card a title and fill out the other information you need.
  5. Select Procedure and choose the form you’ve created. If you don’t have an existing form to choose from yet, you can Create a New Sub Form.
  6. Click Create.