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.

When managing templates, pressing Spara mall or Spara returns you to the cards straight away. New templates and edits appear while they save. A template still saving cannot be edited or applied yet. If saving fails, the editor reopens with your name, description and tasks intact so you can try again.

After you confirm Ta bort, the template disappears immediately. If deletion fails, it returns to the list and a message explains that it could not be deleted.