Custom Checklists

Custom Checklists is the staff operations tool for reusable checklists: reusable templates, repeating runs, assigned work, and exports. It is not an event check-in list and not a volunteer signup workflow.

The Tools tile is open. Available on ProEnterprise. Open Tools → Custom Checklists in one selected organization. Donor and volunteer logins cannot use this tool.

You can track assigned follow-up in Action Items and collect signed files with Document Requests.

What the workflow is for

Build a template once, share it with selected teammates or the whole organization, and run it on a schedule. Completing a required item can also create follow-up work in Action Items for the assigned people.

This is an internal staff desk. It does not publish public links or invite guest collaborators. Event registration requirements stay in Registration & Check-in. Volunteer program lists stay in the Volunteers hub.

Good to Know

Open Tools → Custom Checklists for repeating staff work. Use Action Items for assigned follow-up alongside those runs.

Related: Action Items, Document Requests, Month-End Close Checklist.