Use Checklists

Checklists page showing the run table, filters, and Refresh, New, and Manage actions

Manage checklists dialog showing reusable checklist template columns and the New checklist action

Open the Checklist area, manage reusable checklist templates, and understand the difference between template setup and period-specific runs.

When To Use This

Use this workflow when you need to review the Checklist page layout, maintain reusable checklist templates, or understand how checklist runs are created from those templates.

Before You Start

  • An active company is selected.
  • You know the checklist name and the items you want the template to contain.
  • If you plan to reuse a checklist across multiple periods, you know whether it should stay active or be treated as a default template.

Steps

  1. Open Checklist.
  2. Review the main page:
  • The top action row includes Refresh, New, and Manage.
  • The main table lists checklist runs, not checklist templates.
  1. Select Manage when you want to work with templates.
  2. In Manage checklists, review the template list columns:
  • Name
  • Description
  • Items
  • Default
  • Active
  1. Select New checklist to create a template, or Edit beside an existing template to update one.
  2. In the checklist editor, complete the template details:
  • Enter a Name.
  • Add an optional Description.
  • Turn on Default checklist only when the template should behave as a shared default template.
  • If you are editing an existing template, keep Active turned on unless you want to retire it from future use.
  1. Build the checklist items:
  • Use Add item to add more steps.
  • Enter a Label for each item.
  • Choose the response type: Text, Yes / No, or Date.
  • Add an optional item description.
  • Mark Required when the item should not be skipped.
  • Reorder or remove items with the item controls.
  1. Save the template.
  2. Return to the main Checklist page when you are ready to start a run from one of the active templates.

What Happens Next

You have a reusable checklist template that can be used to create period-specific runs.

  • Creating or editing a checklist template stores checklist metadata only.
  • Deleting a checklist from the manage view retires it from active use instead of posting a reversing entry.
  • No template action changes balances, clears transactions, or posts to the ledger.

If Something Looks Wrong

What You See What To Check What To Do Next
The page does not show the expected result Expecting Manage to show completed runs instead of templates Review the visible action or related workflow before continuing
A required value or review step is missing Leaving item labels blank and then trying to save Complete the missing value or review step before continuing
Two similar workflows or fields are easy to mix up Treating a checklist template as proof that the accounting work is already done Use the specific workflow or control named on this page
You are about to take an action that may affect the result Turning a template inactive before confirming you no longer need it for future periods Confirm the visible company, page, and workflow state before continuing