Checklists are powerful aids for staying organized. You can use them to make sure you complete tasks accurately and don’t overlook any important details. and also to define creative
reminders for managing any area of your life that interests you.

These lists should be linked to specific actions, so you can access them while performing that task. They help reduce stress when you’re dealing with complex tasks or ones that involve many small steps to remember.

You can set up the Checklists you’ll use regularly under the Organize menu option of the same name.

You can categorize your checklists using tags. This lets you easily filter your checklists when you have many of them (1).

The tags associated with each checklist appear on the right side of each entry (3). You can expand or collapse a list’s checkpoints using the icon at the bottom (2). Click any item to edit the checklist.

Click the Add Checklist button (4) to create a new one.

The checklist editor allows you to create and update your checklists.

To tag a checklist, add the tags directly in its name, each preceded by the # symbol (1). You can use as many tags as you want.

Once you have entered the name of the checklist, if there are no checkpoints, you will automatically go into checkpoint-entry mode. When adding checkpoints, pressing ENTER creates a new item.

Once you have the checklist created, you can update it like this:

• Use the icon (2) to add more checkpoints. This reopens the checkpoint entry mode.
  *To delete a checkpoint, use the icon (3) to its right.
• Click a checkpoint’s description to edit it.
• Drag and drop a checkpoint to to reorder the list.

If you modify a checklist that has been assigned to any action, the “sync” icon (4) will appear. This option allows you, if you want, to synchronize the changes with all the active actions related to that checklist. Before applying the changes, a confirmation message will appear.

Checklist Management in Actions

You can manage your checklists directly from any task. When you capture, clarify it or edit a task, you’ll see a section where you can fill in the checklist that action requires:

In this section you also have the necessary tools to manage your checklists globally. To add a checklist to a task, you’ll usually use one of these options:

1. Import an existing checklist using icon (1).
2. Add checkpoints manually using icon (2).
3. A combination of the two previous options.

When you import a checklist, in addition to importing its checkpoints, the checklist itself becomes linked to the task. A header will appear showing the checklist’s name (3) and two new options:

• The icon (4) allows you to detach the checklist from the task. In other words, after importing the checkpoints, the task is detached from the original list, so future edits to the source checklist won’t affect it.
• Use icon (5) to sync changes to this checklist with the original and with any other actions linked to it.

When you create a new checklist within an action, you can export it under a chosen name (1). This function creates a new global checklist that you can reuse (import) in other actions. You can view and update the new checklist in the Checklists section.