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Add a checklist to a project

Who can do this

Owners, Admins, the branch's manager and the project's lead. Every plan.

Open in GISweaver

Add a checklist to a project at a desk, as a copy of one of your organisation's templates or as an empty list; a phone can read a checklist but not add one.

  1. Open Projects, choose the project and select its Checklist tab.

    The tab reads No checklist yet. and offers Add a checklist.

    A project's Checklist tab before it has a checklist: the line No checklist yet and the Add a checklist button.A project's Checklist tab before it has a checklist: the line No checklist yet and the Add a checklist button. Dark theme.

  2. Select Add a checklist.

    A dialog opens with a Checklist choice.

  3. Under Checklist, choose a template, or Start an empty checklist.

    Under the choice GISweaver says how many steps the template holds, how many are required and in which stage. An empty list says No steps yet. Add them with Edit steps.

    The Add a checklist dialog, with the Checklist choice on the default template and its steps, required steps and stages under it.The Add a checklist dialog, with the Checklist choice on the default template and its steps, required steps and stages under it. Dark theme.

  4. Select Add checklist.

What happens next

The tab shows the steps, all open, with the line From