Checklist

Keep a shared list of tasks, see who's doing each one and when it's due, and tick them off when they're done.

Use it when

Use it for jobs that are either done or not, where it matters who's on each one and when it's due, such as weekly chores or an opening checklist.

Use something else when

If work moves through several steps, such as new, in progress and done, use Job tracker.

How to add it

1. Open My Business, then Advanced, then Data.
2. Press New data.
3. Under Suggested, pick Checklist.
4. Under Options, keep the name "Checklist" or type your own.
5. Press Review changes, check what it adds, then press Apply.

You see Added, and the new table opens, empty.

How to add a task

1. Open the Checklist table from your sidebar, or open My Business, then Advanced, then Data, and pick it.
2. Press New item. If you renamed the table, the button may say something else.
3. Under Task, type what needs doing, such as "Order flour".
4. Pick the Due date if it has one.
5. Press Create item.

You see Item created, and the task is in your list.

How to give a task to someone

1. Open the Checklist table and click the task's Owner cell.
2. Pick a team member under Assign to, or an agent under Agents.

How to see tasks by due date

Open the Checklist table and press Calendar above it. Each task sits on its due date.

How to see what's still to do

1. Open the Checklist table and press Filter.
2. Under Filters, press Add filter and add a filter on Done for tasks that aren't ticked.
3. To keep it for the whole team, press Save view, give it a Name and confirm.

What it adds or changes

• Opens as: Table by due date · Calendar tab
• Columns: Task · Owner · Due · Done

Creates an empty table · no rows or automations

It adds a table with these columns:

Example

Rosemary Lane Bakery, a fictional bakery, adds "Order flour" for Sam, due Monday, and "Deep clean the ovens" for Priya, due Friday. When Priya finishes, she ticks Done. The team's saved "To do" view shows only what's left for the week.

If something isn't working

• "No team members to assign". Invite your team first; see Invite your team.
• "Agents aren't set up here" or "No agents yet — add one in Team". There's no agent to pick yet. Put a team member on the task instead.
• There's no New data button, or it says "You don't have access to make lists here." Your role can't make tables. Ask an admin of your business for access.
• "These changes are out of date. Review them and apply again." Press Review changes again, then Apply.