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How do I access my Checklists as a user?
How do I access my Checklists as a user?

This article describes how to access Checklists as a user.

Nick Thayer avatar
Written by Nick Thayer
Updated over a week ago

Where can I find Checklists?


Checklists are located on the For You page. In the top nav bar, click
"For You", from here, you will see the sidebar on the left:

Clicking Checklists will bring you to the page above. Here you can see a few options:

  1. Needs Your Input - Any Checklists created for you that have not been started yet.

  2. Your Ongoing Checklists - Checklists created for you that you have started

  3. Your Completed Checklists - Checklists that have been fully completed

In the first section, Needs Your Input, you can see the Checklists that you have not started yet. Clicking any of them will bring you to the Checklist itself:

Inside the Checklist, you will see the Task Groups and Tasks within that Task Group. Once you have completed a Task in the Task Group, you can click the check box, and it will complete that Task.

After you have started the Checklist, it will appear in the Your Ongoing Checklists section. Here you can see how many steps have been completed inside the Checklist.

Once you complete all the tasks in the Checklist, and exit the Checklist, you will then see it move from Your Ongoing Checklists to the Your Completed Checklists section.

After you have completed a Checklist, you can always go back into it to see what was completed. It will also show when it was completed.


In case of any questions or concerns, feel free to reach out to our Support Team via the Support Hub.

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