Publishing
How do I copy a published checklist?
Here is how you copy a published checklist. Click the Copy button on any published checklist. Look in your account for the new checklist.
How do I publish a checklist?
Make a checklist Submit your checklist to be approved for publishing. (Beta | Coming Soon) Publishing is perfect for marketers looking to promote the...
Publishing Terms
Thank you for submitting content to Checkli! We love seeing published checklists and processes on Checkli. However, we want to keep our site full of ...
Videos
Private Checklists
How do I download my checklist as a PDF?
Click on the three dots at the top right of the checklist. Scroll down and click on Download PDF or Print . The PDF will download to your computer. ...
How do I embed checklists?
Embed our interactive checklists on your website or blog article. (Please note that this tool is currently in Beta.) At the top right of your checkli...
How do I duplicate my checklist?
Click on the three dots at the top right of the checklist. Scroll down and click on Duplicate .
How do I collaborate?
Checkli has a very simple collaboration feature. How it works: Create a personal checklist. Click on the Share button at the top right of the check...
Recurring Processes
How do I embed a checklist?
Embed our interactive checklists on your website or blog article. (Please note that this tool is currently in Beta.) At the top right of your checkli...
How to collaborate on the same running checklist process?
For team members to collaborate on the same exact process checklist, the process must be first started by clicking "Run Process". This can be done by ...
Do team members need logins?
No. Employees and team members never log in, and they never need accounts. They need a link to your processes (or email your team, just click on the T...
How do I track processes?
When a team member or employee submits a process, we will email you. We'll track the team member's name, notes, time, and date completed in your dashb...
Are checklist processes recurring?
Yes. Once you give an employee or team member a link to a process, they can start and submit that process repeatedly. All they need to do is keep the...
Team Members and Managers
Team Members can complete your processes. There are two ways this works. Recurring Checklists Create a personal checklist. Click on the Share button...
How do I share checklist processes with team members?
There are two ways to share the process with team members: Recurring Checklists Create a personal checklist. Click on the Share button at the top righ...
Tasks
Billing
How do I update my credit card?
We are always working on new features here at Checkli. Currently, if you would like to update your credit card, please email support (click on the c...
How do I find my invoice?
We are always working on new features here at Checkli. Currently, if you would like your invoice, please email support (click on the chat icon at th...