Filter Your Checklist

To make your workflow as efficient as possible, use our Filters Feature. At the top of your Checklist is the Filter by Status button.

Predefined statuses are:

  • White - no status items or deliverables

  • Red - open items or deliverables

  • Grey - items in progress

  • Green - closed items

Each item will have a corresponding color depending on the status you set via Bulk status update.

Next to the Filter by Status, you'll see the following options:

  • Filter by Access (see all the items accessible by a particular team)

  • Filter by Responsibility (see all the items assigned to a particular team)

  • Unread filter (quickly see all unread documents or notes)

  • Upload date filter (find all items created in the selected time period)

ProTip: You can use these filters in any combination.
You can export your checklist based on active filters.

Learn more about the checklist search bar.

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