Get to Know Your Checklist

Checklist Items are organized into Headings, Line Items, and Subfolders.

Expand or collapse the contents by using the arrows on the left. You can also expand and collapse all headings at once using the arrows Item button on the left.

To make new Headings, use the New Heading button on the top right.

Actions Menu

In the upper right-hand corner, you have Actions Menu for the checklist.

Use this button to access the Actions Menu and export your checklist, Clone this room, or change the Document Sorting in the room.

Each item has an Actions Menu on the far right-hand side.

Use this button to access the Actions Menu, a dropdown menu with many of our tools. Those include Notes, Downloading Documents, making new Checklist Items, Manage Due Date, Copy Secure Link, Email-to-Folder.

You can also write Notes or Rename items by clicking on the Chat Bubble Icon and pencil on your Checklist respectively. Use the eye icon to Subscribe to headings.

Filter Your Checklist

To make your workflow as efficient as possible, use our Filters feature. At the top of your Checklist page are six different Filter Icons - Filter by Status, Filter by Access, Filter by Responsibility, and Upload Date. If there is an Unread document or a note in your checklist, the Unread Filter Icon will also appear.
You can also use the Search bar to find items easily.

You can also mix all the filters.

Organize Line Items on Your Checklist

To move Line Items around on your Checklist, hover over them to reveal the Grid Icon on the left-hand side.

Use this to click and drag Line Items when you want to reorder them on your Checklist. You can also drag one Line Item into another.

Bulk Select

The white button right underneath the search bar on your Checklist is the Bulk Select.

Toggle this button to select all the Items. You can then check or uncheck them in any combination you want.

Once you've selected all the right Items, you can use any of the exposed bulk action buttons that appear at the top to Download, Manage Responsibility, Manage Access, Update Status or Delete all the selected folders. Click on the links to learn more about Bulk Actions.

Export Your Checklist

Click the Actions Menu on the top right to reveal a drop-down menu.

Click Export, select one of the available export categories and confirm by clicking Export again.

Column Switcher

This feature allows you to control which columns you see in your checklist.

Bookmark your room

This icon allows you to bookmark this room and easily find it from your dashboard.

Switch among rooms in a workspace

Click on the workspace name and select another room you want to open.

Account Settings and Help

In the far right corner, you can see two buttons. You can access the help center using the question mark icon. You can also contact the customer supporting using this button. You can access your Account Settings using the user icon.

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