Make reusable checklists with Lists
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User guide

Make reusable checklists with Lists

Build checklists with sections and important items, then let people tick, filter and reset them in your app.

8 steps

Step-by-step guide

Follow these steps, then download the PDF to keep.

Download PDF guide
  1. 1

    Choose Lists

    In Pages, tap Add Page or Function, search “lists” and tap Lists.

    Module picker showing Lists
  2. 2

    Name your list

    Give the list a name and a short description. Choose Checklist for things to tick off, or Reference list for read-only information.

    Empty Lists editor with name, description and list type
  3. 3

    Add sections and items

    Tap Add section, name it in its header, then use Add item inside it. Use the flag to mark an item Important. Drag items to reorder them or move them to another section. You can also import items from a CSV; tap Template for the format.

    Kitchen and Front of house sections with six items, one marked Important
  4. 4

    See it in your app

    Tap Next, then Create Page. Your checklist shows its sections, progress and Important items.

    Live Morning opening checklist with 0 of 6 done
  5. 5

    Tick items off

    Tap an item to tick it. Progress is saved on that person's device and isn't sent to anyone.

    Checklist with three items ticked
  6. 6

    See what's left

    Tap To do to show only unticked items, or Done to see what's finished.

    To do tab showing the three remaining items
  7. 7

    All done

    When every item is ticked, the checklist says so.

    All items ticked message with full progress bar
  8. 8

    Reset for next time

    Tap Reset checklist and confirm to clear the ticks, ready for tomorrow. You can turn this option off in the editor. Need a record someone can review? Use a Form page instead.

    Reset confirmation asking to clear all 6 ticks

Edit your list any time from Edit Page Content. Ticks are personal to each device, so for handovers or reports someone needs to review, link to a Form.