Checklists

Checklists provide a straightforward way to track tasks that need completing. They're simpler than kanban boards; just a list of items that can be ticked off as they're done.

Creating a checklist

  1. Open the gathering and click the Checklists tab
  2. Click + New Checklist
  3. Give the checklist a name (e.g. "Kitchen prep", "Venue setup", "Post-gathering cleanup")
  4. Add items to the checklist

Checklist items

Each item in a checklist can have:

Feature Description
Text The task description
Due date When it needs to be done by
Assignee A member of the organiser team
Notes Additional context or details
Completed Whether the item has been ticked off

When someone completes an item, the system records who completed it and when.

Planning phases

Checklists support planning phases that align with the gathering timeline. The available phases are:

If you don't specify a phase, the system auto-detects the current phase based on the gathering dates. This is useful for filtering; you can quickly see just the items that are relevant right now.

Tracking progress

The checklist progress view shows:

This gives you a quick health check on how planning is going without needing to open each checklist individually.

Tips


Revision #1
Created 24 February 2026 16:52:55 by Junovy Support
Updated 24 February 2026 16:52:55 by Junovy Support