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How to Make a Checklist Collaborative

Allow multiple team members to work together on the same checklist.

Collaborative checklists allow multiple assigned team members to contribute to the same checklist. This is helpful when responsibility for completing tasks is shared across a shift, department, or team.

Make an Existing Checklist Collaborative

In the Shifty WebApp:

  1. Select Checklists from the left navigation.
  2. Select the checklist you want to make collaborative.
  3. Click Edit in the top-right corner.
  4. Click Next in the panel that opens.
  5. Locate the Audience section.
  6. Turn on the Collaborative toggle.
  7. Save the checklist.

Make a New Checklist Collaborative

When creating a new checklist, complete the checklist setup and scheduling information. When you reach the Audience section, turn on the Collaborative toggle before saving the checklist.

For complete instructions on creating a checklist, refer to the related checklist creation article.