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Using Custom Checklists within your Files

Jen Squires avatar
Written by Jen Squires
Updated over a year ago
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11 STEPS

1. To select one of your custom checklist templates for your file, click the checklist template on the overview tab.

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2. When you begin completing your file tasks, you can check them off by clicking the checkboxes.

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3. To delete an item out of your checklist for the specific file you're working on, click the trash can.

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4. To add a specific task to the file you're working on, click add task.

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5. Type your custom file task.

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6. To reorder your tasks in your checklist, drag and drop the line item to the correct place in the list.

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6b. Drop

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7. You can quick access your checklist by hovering over checklist in the top navigation of the file.

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8. You can check off tasks from here as well.

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9. To switch templates, mark all tasks complete, edit templates, or see all checklist templates, click the three dot menu.

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10. For this tutorial, we clicked mark all tasks complete.

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11. Nice work!

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Next step: Practice

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