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Completing a checklist

Checklists are helpful for guiding your review on a proof. Checklists are communal – multiple reviewers can check off the same item.

Gemma avatar
Written by Gemma
Updated over 3 months ago

The checklist icon on the proofing screen will appear if you have been asked to complete a checklist during your review.

Viewing a checklist on the proofing screen

Tips for working with a proof checklist

  • The progress bar will show how far through the checklist is from being complete.

  • Click the arrow icon to the left of the group name to expand/collapse the group.

  • To the left of the close icon at the top of the checklist is the open in new window icon. Click this icon to move the checklist to a different screen if you’d like.

  • Items you have checked will display a green check.

  • Items checked by other reviewers will display a grey tick.

  • Hover over an avatar to see who checked off the item and when.

  • If you’re the approver on the proof and the proof owner has made the checklist a requirement before final approval can be given, you must complete the checklist before you can approve the proof.

The checklist will show who has checked an item, and when

Learn more about marketing compliance checklists from PageProof.

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