Create and Manage Checklists
Use Checklist for team or personal task lists with items, progress, and activity. These checklists are not Company Tracker milestones/actions and are not company-implementation–bound.
Where: Mission Control → W.A.T. Implementations → Checklist
Route: /missioncontrol/implementations/checklist (create also at /checklist/new)
Item edits save immediately (optimistic UI).
Layout
| Area | Use it to… |
|---|---|
| Left list | Active / Archived checklists; Add Checklist |
| Center | Checklist items (complete, reorder, edit) |
| Right Checklist Details | Metadata, Duplicate, Archive / restore, Delete, Activity (Refresh) |
Empty active list: No active checklists (create your first checklist to get started).
Create a checklist
From the list
- Click Add Checklist (or open
/missioncontrol/implementations/checklist/new). - In Create New Checklist, enter the name and settings.
- Click Create Checklist (full-page create shows Creating... / Back to Checklists).
Edit header later: open ⋯ / edit → Edit Checklist → Save Changes.
Work items
- Select a checklist in the left list.
- Add, complete, edit, reorder, or delete items in the center panel.
- Use Save Changes where the item editor requires an explicit save.
- Watch progress on the list row and in Checklist Details.
Duplicate, archive, delete
| Action | Where | Notes |
|---|---|---|
| Duplicate | Right sidebar Actions | Creates a copy |
| Archive | Right sidebar (or row menu) | Moves to Archived; no confirm |
| Restore | Archived list / restore control | Returns to Active |
| Delete | Right sidebar | Confirms Delete this checklist? → Delete (cannot be undone) |
Use Activity → Refresh when you need the latest activity feed (No activity yet when empty).
When to use Checklist vs Company Tracker
| Need | Use |
|---|---|
| Implementation milestones/actions for a company | Company Tracker (and Calendar/Gantt/Kanban) |
| Ad hoc team or personal lists | Checklist |
| Playbook Mission Prep / stage checklists | Stay in the Playbook stage (different data) |