New Checklist Features - 06/1/2026

Objective

Sub-tasks are now checklists, making it easier to manage the individual steps within a task. Checklist items can be reordered, assigned to team members, given due dates, and marked complete as work progresses.

Key Steps

1. Create and organize checklist items

• Open a task and locate the Checklist section.
• Add items for each step required to complete the task.
• Reorder items to match your workflow.

2. Add due dates and assignments

• Set an individual due date for each checklist item.
• Assign items to the appropriate team members.
• Use these details to clarify responsibilities and prevent missed deadlines.

3. Track your assigned work

• Open My Checklist to view checklist items assigned to you across partnerships and assets.
• Mark each item complete as you finish the work.

Tips for Efficiency

• Break complex sponsorship activities into smaller, actionable steps.
• Give each checklist item a clear owner and due date.
• Review My Checklist regularly to stay on top of upcoming work.
• Mark items complete promptly so your team always has an accurate view of progress.