Lists Overview

Lists are versatile tools for tracking, checking, and recording information. Use them for quality control, daily operations, audits, and more.

List Modes

Simple Mode

A straightforward checklist. Each item can be:

• Checked — Mark as done (checkbox style)
• Initialed — Enter your name or initials next to each item

Best for: Task lists, cleaning checklists, opening/closing procedures.

Comparison Mode

Track presence or absence. Each item has two states:

• Present (✓) — Item is confirmed present
• Absent (✗) — Item is confirmed absent

Best for: Inventory checks, attendance tracking, equipment verification.

Multi-State Mode

Track items across three states:

• To Do — Pending action
• In Progress — Currently being worked on
• Done — Completed

Best for: Project tracking, workflow management, progress monitoring.

Plan Limits

Your plan determines the maximum number of lists you can create. A progress bar in the sidebar shows your current usage.

Key Actions

Action	Description
View	Open a list and interact with items
Edit	Modify list items, labels, and settings
Duplicate	Create a copy of an existing list
Delete	Remove a list permanently
Assign	(Admin only) Assign a list to specific users
Export PDF	Download the list as a PDF document