FAQs

How do company processes work?

Easily assign company processes (recurring checklists) to team members and get notifications when those processes are completed.

1. Make a new “Process” in the left menu.

Create unlimited company processes by clicking “Processes” or “Start New” (Process) in the left menu.

2. Assign team members to processes.

In the right sidebar of any Process you will see an option to assign team members. Team members will automatically be emailed and invited to sign up for free as a member of your team.

Once logged in your team members can click “Processes” in the left menu to start a company process. They can easily pause and come back any time.

3. Schedule email reminders

Automatically remind team members when their processes are due. This can be done from the right sidebar, when assigning team members. (This is optional)

4. Get email notifications!

Each time a Process is complete our system will automatically email you an alert of who finished which process.


How do I duplicate a checklist?

To make a copy or duplicate of a checklist, click the “Copy” icon in the right sidebar. This will make an unchecked copy (duplicate) of the checklist, while still keeping the old checklist.

how to copy a checklist

What is Checkli Publishing?

You can share your checklist with the world, grow your business, or grow your personal brand, by making your checklist a free, public checklist template.



Simply change your checklist to “Public on the web” in the right sidebar and:

  1. Anyone can view your checklist template.
  2. Anyone Checkli users can copy and use your checklists template
  3. Anyone can download a PDF copy of your checklist template

Note: Add your company branding and contact information to your checklists and public profile, to get free traffic, leads , and sales.

Click here to create a free publishing account.

 

How do I add a link?

Type the URL and click the spacebar or hit enter.
The hyperlink should be active for your visitors to click on.

Note: You can add links to tasks or descriptions.

How do I add tasks?

Click and start typing, just like you would do on a Word Document.

To delete a task click on the task, and hit backspace or delete on your keyboard until the task and checkbox is gone.

To edit a task:
Click on the task, and start typing, or delete characters.

 

How do I delete a checklist?

There are two ways to delete a checklist:

  1. From your “all checklists” folder (or any folder), click the trash can icon on any checklist.
  2. From the checklist itself, click “delete this checklist” in the bottom right sidebar.