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Setting Up Document and Task Checklists
Setting Up Document and Task Checklists
Kelly Oldiges avatar
Written by Kelly Oldiges
Updated over a week ago

To access My Account Settings, click on your firm name in the top right-hand corner.

On the left-hand side, under Firm Defaults, you'll see Firm Default Checklists, Tasks, Fees.

You can navigate between the lists by clicking on the tabs above.

Below you'll see existing Documents or Tasks. If you would like to add a Document or Task, you can scroll down to the blank field below the list and add the New Document name, and click Save. You also have the option to add a description.

You will also have the option to adjust the placement of items on the list, edit, and delete. These changes will be applied to new cases opened moving forward.

Once created, you will see the checklist the Case Dashboard of every case.

You can then check off documents as they are received or add a new document by clicking the + icon.

You can also download the list as a PDF by clicking the printer icon. The checklist in the PDF will appear just as it does on your dashboard:

Learn how to send your checklist via text with our automated recipes here!

***Keywords: document checklist, task checklist.

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