You can find a circle's or role's current checklist items on the checklist tab of the circle or the role page. Checklists are used to have visibility over whether recurring actions are being done e.g. “Invoices sent,” or “List of clients updated.”
Checklist are only reviewed during the Tactical Meeting of the Circle. The Facilitator reads the checklist of recurring actions. The relevant roles respond by “check” or “no check” to each item for the preceding period.
Checklist Review is a great way to keep necessary tasks top-of-mind for circle members, it’s also a great opportunity to help inform members in the circle that your role is fulfilling its core obligations.
Create a checklist
You can always add checklist items for any role you fill.
- Navigate to the Circle or Role you wish to add a checklist to
- Go to the Checklists tab
- Click Add Checklist
- Click Create to validate
Edit a checklist
- Click on the 3 dot to the right of the checklist item you wish to edit
- Change the information desired
- Click Save
Delete a checklist
- Click on the 3 dot to the right of the checklist item you wish to delete
- Click Delete checklist
- Click Delete
Note: You can find the Checklist of your fellows in the Members menu.