Checklists, also known as steps checklists, are task-based to do lists to help you use Connect applications. When your data is migrated to Connect, the implementation team can help you set up a custom checklist for your organization. As you use Connect, you can dial in the checklist by adding or removing steps to support your tasks and processes.

 

Connect has three different checklists that you can use:

• Checklists. This is the standard checklist that you're used to working with in Connect. You can add and remove steps; link it to a Connect view or report; create a link to launch another application; and add notes to help you remember stuff. 

• Shared Checklists. This does everything that you've come to expect from a standard checklist and you can share it with users in your organization. The owner of the shared checklist can share the checklist with other users and give users permission to make changes. Making sure everyone is using the updated checklist is easy because the changes will be updated to anyone who is included in the group using the shared checklist. 

• Checklist Templates. Also, known as Connect master checklists, these checklists are the default checklists that will be updated to include links to new views, best practices for completing tasks, and changes to steps to support the updates by state and federal agencies. In earlier versions, updates to application checklists were distributed as XML files that needed to be imported and installed. Checklist templates will be updated and distributed with the release. Installing the release will install updates to the master checklist. 

 

 

Shared Checklists and Checklist Templates are included in the 2024.02 release. 

 

 

	Checklists	Shared Checklists	Checklist Template
I can add, edit, and delete items from the checklist.	Yes	Yes, if you are the checklist owner or you have permission to make changes to the shared checklist.  No, if you have a shared checklist but you're not the checklist owner or a user with permission to make changes to the shared checklist.	Only after you import it and save it as a new checklist.
I need to import it before I can use it.	No. You created the checklist. It's already in Connect. Make sure you log in with your username and password, and then check Manage Checklists to view your checklists.	No, a shared checklist is added to your Manage Checklists when the owner shares it with you. You do not need to import it.	Yes.
I am the checklist owner.	Yes.	Only if you created the original shared checklist.	Yes.
I can share it with other users.	Yes.	Only if you created the original shared checklist or you have been given permission to make changes to it.	Yes.
I can export it.	Yes	Yes. However, the shared checklist will be exported as a regular checklist. It will not be updated with new changes. If you want another user to have a shared checklist, contact the checklist owner to add the user to the group of users for the shared checklist.	Yes.
I can import it.	Yes.	No.	Yes.
Installing a master checklist will replace my existing checklist.	No, as long as the checklist name is different from the master checklist template name.	Shared users. No, installing a master checklist template will not replace a shared checklist.  Shared checklist owner. Yes, the checklist list can replace a shared checklist with a master checklist template.	No, as long as the checklist name is different from the master checklist template name.

 

 

 

 

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