Get to Know Your Checklist

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

Expand or collapse the contents of any Heading, Line Item, or Subfolder by using the arrows to the left of the title. You can also expand and collapse all headings at once by using the arrows near the top of the checklist, left of the word "Item."

To create new Headings, click the green New Heading button at the top right of your checklist. (For more information on how to create a new heading, click the link above.)

Actions Menu

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

Use this button to export your checklist, clone the room, or change the Document Sorting in the room.

Each item has an Actions button on the far right-hand side. Use this button to access a dropdown menu with many of our tools including Notes, Downloading Documents, making new Checklist Items, Manage Due Date, Copy Secure Link, Email-to-Folder.

You can Rename Headings by clicking on the Pencil Icon to the right of the Heading, create Notes by clicking on the Chat Bubble Icon, and Subscribe to Headings by clicking on the Eye Icon.

Filter Your Checklist

To make your workflow as efficient as possible, use our Filters feature. At the top of your Checklist page are five different Filter Icons - Filter by Status, Filter by Access, Filter by Responsibility, and Upload Date. If there is an Unread document or note in your checklist, the Unread Filter Icon will also appear. You can combine the filters in any way you wish.

You can also use the search bar to find items easily.

Organize Line Items on Your Checklist

To move Line Items around on your Checklist, hover over to the Grid icon, left of the item's checkbox.

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 and it will become a folder within the Line Item.

Bulk Select

The white button under the search bar on your Checklist is the Bulk Select option.

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

Once you've selected all the correct Items, you can use any of the Bulk Select Action buttons that appear at the top (Download, Manage Responsibility, Manage Access, Update Status, Copy as Text, or Delete all the selected items). Click on the links to learn more about Bulk Actions.

Export Your Checklist

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

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

Column Switcher

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

Simply click the arrow above the column you want to change, and chose what you would like the column to display.

Bookmark your room

This icon allows you to bookmark a room and easily find it on 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 top right corner, there are two buttons. You can access the help center and contact customer support using the question mark icon. You can access your Account Settings using the user icon.

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