Overview
Simply Checklist helps teams create standardized checklists, version them over time, and run those checklists with real-world results captured per run. Everything lives inside a space, which keeps people, checklists, and runs organized together.
Getting Started
1. Create a space or ask an admin to add your email.
2. Use the left sidebar to create your first checklist.
3. Add sections and items, then save a new version.
4. Start a run to execute the checklist step by step.
Core Concepts
Spaces
A space groups people and checklists. Members are invited by email and assigned a role that controls what they can do.
Checklists
A checklist contains optional top-level items plus one or more sections, each with its own items and optional description.
Versions
Every time you save, a new version is created. Runs are tied to the latest version at the time they start.
Runs
A run captures execution results. Items can be marked done or failed, and runs can finish as completed or abandoned.
Create & Edit Checklists
• Use the left sidebar to create a new checklist in a space.
• Add a checklist title and optional description.
• Add sections and items. You can also add top-level items that aren’t part of a section.
• Drag the handle next to an item or section to reorder it.
• Click “Save new version” to persist changes.
Versioning & Restore
• Each save creates a new version and keeps history intact.
• Open the Actions menu on a checklist to switch versions.
• Viewing an older version is read-only.
• Restore an older version to make it the current version.
Run a Checklist
• Click “Run Checklist” from the Runs panel.
• Click an item to cycle through unchecked, done, and failed.
• Progress saves automatically as you work.
• Use “Complete” to finish a fully done run or “Finish” to abandon it.
• “Continue Later” exits without finishing, so you can resume.
Runs & Results
• Runs list shows status, version, timestamps, and counts.
• In-progress runs reopen in interactive mode.
• Completed or abandoned runs open in read-only view.
• Delete runs from the list if you need to clean up.
Printing
Use the Actions menu on a checklist to open the print view. It launches a clean, printable layout and triggers the browser print dialog automatically.
Space Administration
• Click a space name in the sidebar to open its settings.
• Rename the space and invite members by email.
• Adjust roles, remove members, or delete the space if needed.
• Deleting a space permanently removes its checklists and runs.
Roles & Permissions
Full access to space settings and all checklists.
Create, edit, and run checklists.
Run checklists and record outcomes.
View checklists in read-only mode.
Tips & Troubleshooting
• If you do not see a space, ask an admin to add your email.
• Keep item text short and action-oriented for faster runs.
• Use section descriptions to clarify expectations or context.
• If “Save new version” is not visible, make a change first.