Articles on: Requests & workflows

Use a checklist on a request

Some work follows the same steps every time: an onboarding, a launch or a monthly report. A checklist turns those steps into tasks. You add it to a request type in Settings › Requests › Request types, and every request of that type starts with the same tasks, so nobody on your team has to remember them.

Add a checklist to a request type

Open Settings › Requests › Request types and select a request type.
On the General tab, go to the Checklist section.
Select Add checklist.

To see every checklist in your workspace, select Manage checklists.

Work through the checklist

Open a request of a request type that has a checklist.
In the Request Details panel, scroll down to the Checklist section to see its tasks.
To see only the tasks that are left, select Hide completed tasks.

The checklist in Request Details (2), with its progress, and Hide completed tasks (3).

A checklist applies to a whole request type

You write the tasks yourself. The checklist belongs to the request type, so when you change it, you change it for that kind of work, not for one request. Checklists are shared across the workspace, so you can use the same checklist on several request types.

Track progress

Progress is shown as the number of finished tasks, such as 9/10. You see it in three places:

on the request, in the Checklist section;
in the requests list, in the Tasks column, so you can see which requests are nearly done;
on the dashboard and on the client's profile, where requests appear as short rows.

See Work a request from arrival to done and Find requests: views, filters and search.

Checklist or status

A request shows its status and its checklist side by side, but they answer different questions. The status is the stage the request is at. A request has one status at a time. The client sees it, and automations and limits respond to it. The checklist is what is left to do in the current stage. It has many tasks, and it is for your team.

So a request can stay in the same status while its checklist moves from 2/10 to 9/10. See Understand statuses and the three states.

Updated on: 09/11/2026

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