You can create a new checklist at any time by clicking on the New Checklist button from the side panel:
Or by clicking the Start New Checklist button from the primary checklist view:
The Create New Checklist screen has the following options:
Enter a Name for your checklist and optionally select if this checklist is for a Client.
If you'd like the related client to be able to view the checklist from their client area, tick the Public checkbox.
Select a Template from the available list or leave the option as -- no template -- to create an empty checklist.
To create and edit templates, please see the Checklist Templates KB article.
If this checklist has a completion deadline, tick the Deadline checkbox and set the date and time when this checklist needs to be completed.
Finally, click on the Create Checklist button.
Next: Working on a Checklist
