Run a checklist from this template
We have already gone ahead and made a template for you (yep, this thing you are reading right now with the list of tasks on the left and the content over here is what we call a “template“) so you can go ahead and run it right now!
Hit “Run checklist” on the menu on the right ⇒ to see how it works.
Completing checklists
Once you have run a checklist, you can complete it with your team. Check off tasks, add comments and attach files.
You can run an unlimited number of checklists from a template.
Hit “Run checklist” on the menu on the right ⇒ to see how it works.
Work with your team
Click the “Add members” button from the right menu then type in the email of anyone you wish to add to that checklist. Use the “Add members” option from the dashboard to add members to your team.
Before you can add members to a checklist, you need to run it!
Hit “Run this checklist” on the menu on the right -> to see how it works.
Track checklist progress
Each time you run a checklist from a template, we will create a blue card on the dashboard like the ones below. Each card represents an “in-progress checklist” that you ran from the template.
You can track the status of the checklists, who is assigned to them, when they are due and more.
You can run unlimited number of checklists from a template.
Hit “Run checklist” on the menu on the right ⇒ to see how it works.
You can add forms to your templates to collect data as your team (or customers) work through your process.
Intro to Forms Video
More on Forms…
Form fields can be populated manually, or automatically via an API such as Zapier. (download our free guide to Zapier here)
This is handy to pass your data between apps instantly.
Form field examples:
Sub Checklist
- 1Read through the welcome template
- 2Create first template
- 3Run first checklist
- 4Invite team
Advanced Forms Stuff
Forms integration example video:
How we built the above integrations
In this video we take a behind the scenes look at how we configured Zapier to make the integration between Close.io and HelloSign in the videos above. If you are interested in how it actually all works, check out the below.
Once you’ve got the hang of how to run checklists, you can make your own template about anything you want. If you’re looking for inspiration, check out our library of pre-made templates.
To get started creating your own templates, hit the green “+ New Template” button on the dashboard.
