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.