Member checklists

Maintain the checklists you want to be able to assign to members.

Checklists introduction

Checklists can be attached to a member (for example when a new member joins), ensuring a certain collection of actions is completed. The status of the checklist is visible on the dashboard of the employee responsible for the member. Custom checklists are also assigned to a member from the dashboard page.

New member checklist

A “New member” checklist is defined by default. This checklist is automatically assigned to each new member when they join (a first time subscriber). Of course you can define what actions should be executed be executed as part of the onboarding process.

Create/ update checklists

Options in the member checklists section on the “Settings” page:

  • Add a new custom checklist by clicking on the “Plus” icon
  • Change an existing checklist by clicking on the row in the table

Adding or changing a checklist will open a dialog where you can:

  • Specify the name of the checklist (keep it short so it always fits on the screen)
  • In case of pre-defined automated checklists (New member checklist), enable or disable automatic assignment of the checklist by clicking the “Checkmark” icon
  • Add a description that explains in what situation the checklist should be applied
  • Change the name of existing actions by typing into the text form field
  • Delete an existing action by clicking on the “Trash can” icon
  • Add a new action by typing into the bottom text form field
  • Change the order of the actions by:
    • Clicking on the “List” icon above the action list
    • Click and hold the “Hamburger” icon and drag the action to the right spot
    • Return to editing actions by clicking on the “Pencil” icon
  • Once finished click on “Save”, “Delete”, or on “Cancel” to disregard the changes
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