Use a checklist on an activity

An activity can hold a checklist of smaller steps, so one job that has several parts stays as one item on your list instead of cluttering it.

1. 1Open the activity.
2. 2Find the checklist section on it.
3. 3Add each step as its own line.
4. 4Tick steps off as you go — the activity shows how far through you are.

Use a checklist when the steps share a deadline and an owner: a five-point onboarding call, the documents to gather before a renewal. When the parts have different deadlines or belong to different people, make them separate activities instead, because a checklist item cannot be assigned or scheduled on its own.

If your company runs the same set of steps regularly, an administrator can save it as a checklist template so it can be applied to a new activity in one go rather than retyped each time.