Set up your checklist steps

Your checklist is the list of steps your team works through on every order. The same steps appear on every order, so add the ones that apply to all of them.

Add a step

1. In your Shopify admin, go to Apps and open Ticklist: Order Checklist.

2. Type the name of the step and add it, or click one of the suggestions such as Picked, Quality checked or Gift wrapped.

There's no limit on the number of steps.

Rename, reorder or remove a step

• Rename a step to change how it reads on the order page.

• Reorder steps so they match the order your team works in. The order page shows them in the same order.

• Remove a step you no longer use.

Tips

• Keep step names short, so they're easy to scan on the order page.

• Put the steps in the order they happen, from first to last, for example Proof approved, Printed, Quality checked, Packed.

• When you've added your steps, add the checklist to your order page if you haven't already.