FAQs

How to add more info about a task

Checkli Business members can easily add more supporting content, videos, and images on each task by doing the following:

  1. Click the 3 dots to the right of any task
  2. Click “Describe the task”
  3. Add your supporting content

This will show up in process, published checklists, and personal checklists.

 

How do I share processes with team members?

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

Checkli Business Members

  1. Login
  2. Click “Start New” (Process) in left menu
  3. Create your process (Add tasks, descriptions, etc)
  4. Share the process link with your team members
  5. Track progress.

Your team members do not need a login to complete process. Just give them the link one time and they can submit completed process over and over.

That’s it 🙂

How do I add subtasks?
  1. Click the 3 dots to the right of any task
  2. In the drop down select “Subtask”
  3. The task will automatically turn into a subtask

That’s it!

How do I embed a checklist?
  1. Create a checklist
  2. Copy the “Embed” code in the right sidebar of any checklist
  3. Paste the code in your website’s source code, where you want the checklist to appear

Embedded Checklist Facts

  • Embedded checklists are interactive
  • Everyone can complete your checklist on your website
  • You can remove the Powered By Checkli link by creating a Checkli Business Account

Learn More

 

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

How do I publish a checklist?

Publishing is perfect for marketers. A published checklist is visible to anyone on the web. Anyone  can download your published checklist as a PDF, or copy it and use it in their Checkli account.

  1. Login
  2. Make a checklist
  3. Change the to “Publish” in the right sidebar


Publishing benefits:

  1. Grow your brand.
  2. Checklists are interactive.
  3. Link to your website or web page. (SEO!)
  4. Drive traffic to your website.
  5. Publishing content is super fast.
  6. Track saves, copies, pdfs
  7. Embed checklists on your site and blog.

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

Click here to sign up for a Checkli Business 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.