Checklist templates are a great way to ensure compliance when reviewing and approving proofs. You can create a checklist of items to help reviewers – and these items can be arranged into groups.
Team administrators can set up checklist templates. A checklist can then be applied to a proof in the proof setup screen (or when the proof is in progress via the proof’s info pane).
The number of checklist templates you can create depends on your PageProof license:
Teams: Two checklist templates.
Teams Plus: Ten checklist templates.
Enterprise: Unlimited checklist templates.
To create a checklist template
Step 1
Click your avatar and select team, then team checklists.
Step 2
Click new template.
Step 3
Give the checklist template a name, and a description if you like.
Set the default settings:
Required for final approval: The checklist must be completed (every item checked) before the approver can give final approval on the proof.
Open on proof load: The checklist will automatically be displayed when the proof is opened.
Add as many items as you like to the checklist by clicking + add item and then save.
Tips:
If you’d like to group several checklist items together into a group, click the convert to group icon and name your group. Then drag items into the group you have just created.
To add a hyperlink in a checklist item (for example a link to a website or reference asset), link markdown is supported as follows:
[title](https://www.example.com)
Example:
You can archive or delete a checklist template if you no longer need to use it, and you can also duplicate a checklist template.
Learn more about marketing compliance checklists with PageProof.