Tick off steps on an order

Open an order and use the Order checklist block to tick off each step as it's done.

What's recorded

When someone ticks a step, Ticklist records the name of the staff member who ticked it and the time. You'll see these next to each step on the order, so you always know who did what and when.

The block also shows how far along the order is, for example 4 of 6 done.

Tags update as you go

• The first tick on an order adds the tag 🟡 Checklist in progress.

• Ticking the last step swaps it for ✅ Checklist complete.

Refresh your Orders list to see the new tag. See Order tags: in progress and complete.

Unticking a step

If a step was ticked by mistake, untick it. By default Ticklist keeps the tags in step with the checklist: unticking a step on a complete order moves it back to 🟡 Checklist in progress, and unticking every step removes the tag. You can switch this off in Ticklist's tag settings if you'd rather tags stayed as they are once added.

Before you can tick

Ticking steps needs an active plan or free trial. If you see a No active plan banner, click View plans to start your trial. See Plans, pricing and free trial.