Start Using Checklists
Add a Checklist to a Channel
To add a checklist to a channel:
Click on the + plus icon next to the existing tabs.
Select To-do Checklist for Team from the available apps.
You’ll be given the option to adjust the Checklist settings which are disabled by default. Click Save.
From here you can either click Create checklist and begin typing checklist items, or Load from template to use a previously created Checklist template.
Add a Checklist to a Scheduled Meeting
To add a checklist to a meeting that has already been scheduled:
Click on the …menu and select Edit meeting details
Click on the + plus icon next to the existing tabs.
Select To-do Checklist for Team from the available apps.
Adjust the checklist settings as needed and click Save.
You can either click Create checklist and begin typing checklist items, or Load from template to use a previously created Checklist template.
You may want to create an agenda template for standing meetings.
The checklist will be preserved in the channel after the meeting is complete.
