Checklists break a job into the goals that get it done. Each goal can carry a description, an owner, and an order, so everyone knows what’s expected and who has it.
When you’d use this
Use a checklist whenever a job has more than three steps or more than one person. Internal checklists keep your own team honest about who owns what; client-shared checklists are a quiet way to show progress without writing a status email. Converting an approved estimate’s line items into goals is the fastest start, because the scope you sold becomes the list you deliver against, and a client watching that list tick off rarely asks “how’s it going?”
Build a checklist
- Open the project and add a checklist.
- Add goals, giving each a description and an owner.
- Arrange the goals in the order you want them tackled.
- Choose whether the checklist is internal-only or client-shared.
Work the board
A checklist is a kanban board with three columns: Slated, In progress, and Done. Drag a goal from one column to the next to advance it as the work moves along.
Tip: Share a checklist with your client when you want them to see momentum; keep it internal when the goals are just for your team.
FAQ
Can a client tick off goals?
No. Clients see progress on a shared checklist but only your team moves goals between columns.
Can a goal have a due date?
Goals carry a description, an owner, and an order. Use the project discussion or the order of goals to communicate timing.
Can I have more than one checklist on a project?
Yes. Keep an internal production list and a client-facing milestone list side by side on the same project.
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