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Checklist Planner

Create your own checklists — joining, exit, IT setup, events, payroll and more — from ready templates or from scratch, assign owners and due dates, and tick items off.

Explore it (view only)Buy Starter to use itIncluded in Starter

What it's for

Create and track checklists.

Key features

  • Joining checklist
  • Exit checklist
  • Create your own checklists
  • 12 ready templates
  • Owners and due dates
  • Link to an employee
  • Save as your own template
  • Progress tracking

How teams use it

Real situations where this application saves time from day one.

  • 1

    Joining checklist

    Laptop, email, ID card and welcome kit — each item with an owner and date.

  • 2

    Exit checklist

    Asset return, handover, final settlement and experience letter in order.

  • 3

    Your own processes

    Create a checklist for audits, events or month-end and save it as a template.

In simple words

Checklist Planner makes sure nothing is missed in repeated processes. Start from a ready template like the joining or exit checklist, or create your own from scratch. Link it to an employee and a date, assign each item to HR, IT, the manager or finance, and tick items off as they are done.

How it works

  1. 1

    Pick a template or start blank

    Choose joining, exit, IT setup and more — or create your own checklist.

  2. 2

    Set the details

    Name it, link an employee if needed and set the key date.

  3. 3

    Edit the items

    Add, remove or change items, owners and due dates.

  4. 4

    Tick and track

    Mark items done and see progress. Save a checklist as your own template to reuse it.

Who it's for

  • HR teams handling joining and exits
  • Admin and IT teams with repeated setup tasks
  • Managers organising events or reviews
  • Finance teams running month-end processes

What you get

  • Nothing forgotten in joining or exit
  • Everyone knows who owns which task
  • Consistent process every time
  • Your own templates for your own processes

Common questions

Can I create a completely new checklist?

Yes. Click 'New checklist', give it a name and add your own items.

Can I reuse my own checklist?

Yes. Use 'Save as template' and it appears under My templates for next time.

Works well with

All applications